Retirement Course Survey – Empowered Financial Management

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ABOUT
PLANNING PROCESS
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EDUCATIONAL RESOURCES
EVENTS/WEBINARS

RETIREMENT COURSE SURVEY

Thank you for joining us for our Retirement Course Seminar! We’d greatly appreciate your time in offering your feedback with the survey below.

Overall, how satisfied or dissatisfied were you with the Retirement Course?

Very satisfied
Somewhat satisfied
Somewhat dissatisfied
Very dissatisfied

How well did this Retirement Course meet your expectations?

Very well
Well
Average
Hardly
Not at all

How organized was the event?

Extremely organized
Very organized
Somewhat organized
Not so organized
Not at all organized

Was the course length too short, too long, or about right?

Much too short
Too short
About right
Too long
Much too long

How helpful was the content presented?

Extremely helpful
Very helpful
Somewhat helpful
Not so helpful
Not at all helpful

How engaging was the speaker?

Extremely engaging
Very engaging
Somewhat engaging
Not so engaging
Not at all engaging

The Retirement Course will have an impact on your retirement planning.

Strongly agree
Agree
Disagree
Strongly disagree

How likely are you to schedule a consultation with Empowered FM to discuss your retirement goals?

Very Likely
Likely
Somewhat Likely
Not Likely

Considering your overall experience, how likely are you to recommend this Retirement Course to your friends and colleagues?

Selected Value: 0

0=Not at all likely & 10=Extremely likely

Do you have any comments or suggestions for us?

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Team@EmpoweredFM.com
(608) 212.7300
3304 Nursery Drive, Middleton WI 53562

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Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.

*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.