Preparing for Retirement November 11, 2010

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  1. The topic of this seminar was of significant value to me.
    Strongly Agree
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    Neutral
    Disagree
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  1. The presenters were knowledgeable and well prepared in the areas covered by this seminar.
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  1. If you disagreed with any of the above statements, please briefly explain:


  1. How would you rate your overall satisfaction with this seminar?
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  1. What did you learn from this seminar?


  1. What did you expect to learn or take-away from this seminar?


  1. Does this time and day of week best suit your schedule or do you have a preference in a specific day and time to hold the seminar?


  1. Is the length of this seminar satisfactory?
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  1. Please indicate other topics of interest you would like to see presented at future seminars.
    Investment Strategies
    SVA Trust Services
    Tax Planning
    Financial Planning
    Roth Conversions
    Retirement Planning
    Estate Planning


  1. Other: