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Workshop Evaluation

Your Health

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Your spouse's health (if applicable)
Estimated Net Worth
Does that include your home?

Evaluation

Please rate our presenter and presentation on the following: 

Rapport with participants
PoorFairGoodVery goodExcellent
Amount of information presented
PoorFairGoodVery goodExcellent
Amount of new information presented
PoorFairGoodVery goodExcellent
Overall satisfaction with presentation
PoorFairGoodVery goodExcellent

What's important to you?

Rate the importance of the following to you

Ensuring I don't lose control or access to my assets
LowMedium LowMediumMedium HighHigh
Avoiding becoming a burden to my loved ones
LowMedium LowMediumMedium HighHigh
Having a proper Health Care Directive and Financial Power of Attorney
LowMedium LowMediumMedium HighHigh
Creating my own rule book instead of using the government's
LowMedium LowMediumMedium HighHigh
Protecting my stuff from the government, Long-term Care costs, taxes, and lawsuits
LowMedium LowMediumMedium HighHigh
Avoiding Probate
LowMedium LowMediumMedium HighHigh
Ensuring I have a plan, not just documents
LowMedium LowMediumMedium HighHigh
Putting a professional team together to support by plan
LowMedium LowMediumMedium HighHigh
Protecting my assets for my loved ones (from their predators)
LowMedium LowMediumMedium HighHigh

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