Survey Card

Are you:

an Employee

Self-Employed

a Business Owner

Are you concerned about too many bills or debt? Required

YES

NO

Are you concerned about a lack of savings for retirement? Required

YES

NO

Are you concerned about a lack of preparation for your kids' college education? Required

YES

NO

Are you concerned about not having enough protection in the case of disability, long term illness, or even death? Required

YES

NO

Do you support children, aging parents or any other dependents? Required

YES

NO

Are you concerned about the future of your job or career? Required

YES

NO

Do you feel that concepts involving insurance, debt, inflation, tax and other financial services are confusing? Required

YES

NO

When saving for the future, what results are you going after? Required

Interest

Safety

Do you want to learn how to fund your child's college or university costs? Required

YES

NO

Do you want to learn more about how money works and how to build a stronger financial foundation? Required

YES

NO

Are you interested in making more money on a part-time basis? Required

YES

NO

Do you want to explore a new business career in the fast growing financial industry? Required

YES

NO

Workshop Survey