1.5 PRIME SOURCE WORKSHOP FEEDBACK

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How was your online experience?

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How informative was the workshop?

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How well was the information presented?

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Will this information be beneficial to your Retirement Plan?

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Would your refer a family member, friend or collegue to this class?

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Maybe

How was the virtual experience (GoToMeetings)?

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Please rate the following topics

Estate Planning / Elder LawPretty badNot so goodGoodVery goodAwesomeEstate Planning / Elder Law

Social SecurityPretty badNot so goodGoodVery goodAwesomeSocial Security

Long Term CarePretty badNot so goodGoodVery goodAwesomeLong Term Care

Headwinds / Investment PrinciplesPretty badNot so goodGoodVery goodAwesomeHeadwinds / Investment Principles

Do you have any suggestions to make the class experience better?

Would you like to schedule a complimentary appointment to review your personal questions?

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Yes

Potentially, please call to discuss

I still have questions and would like to make sure and discuss the below items at my complimentary session.

Select all that you want to cover or if you want additional information

Estate Plan Review*

Long Term Care

Social Security

Investment Principles

WealthGuard

Complete Retirement Plan Review

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Tel: 509.324.8835

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1 N. Monroe Street, STE 202

Spokane, WA 99201