Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastName (Spouse/Family) *FirstLastPhoneEmail *EmailConfirm EmailHow do you feel about your ability to manage your own finances (before the webinar) select one.Not sure at allNot too sureSomewhat sureVery sureAs it relates to matters of personal finance, what topics do you feel you could use more information on? (Select all that apply)BudgetingWills/Living Trusts/Estate PlanningHealth InsuranceLife InsuranceCreditInvesting (Gold and Silver)Long Term CareSection DividerRate the following on scale of 1-5 (1 = not at all true and 5 = very true). I feel in control of my current financial situation:12345I feel capable of using my current income to achieve my financial goals:12345I have an emergency savings fund established to cover 3 to 6 months of expenses if I lose the ability to work:12345Saving and investing are important to me:12345 currently my have I believe I have adequate information to help make the best financial decisions for me and my family:12345I feel comfortable about my financial future because I have adequately planned for it:12345I know what it will take in order for me to retire:12345What kind of financial accounts do you currently have?SavingsCheckingMoney MarketStocks, Bonds and/or Mutual FundsCDIRA401K OR 403BInvestingI have the following types of insurance:LifeHealthAutoHomeowner’s /RentalDisabilityLong Term CareOn a scale of 1-5, how necessary or important do you feel it is for you to work with a financial professional?12345Submit
