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  1. Surveys
  2. 2016
  3. March
  4. M
  5. Mirus Planning
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Exit Survey
 
 
Dear Valued Clients,

Do you feel like you are familiar with all the rules and regs in applying for Social Security benefits? Do you feel like you are in need of much more information than you already have? Would you be willing to attend a workshop to get better informed?

As a result of the recent changes to filing for benefits, your team at Mirus Planning thought it would be a good time to have an expert speak to us on this topic. We have procurred a local, former SSA employee with years of experience who is current on all things pertaining to Social Security and its complexities.

The workshop would last from 90 minutes to two hours, depending on the content, and we are offering two options for your convenience: an on site meeting or a Webinar.

If you would be so kind as to take a moment to complete this survey, we would appreciate it. Once the results are tabulated, and based on the consensus, we will move ahead with plans to host this workshop in one of the two platforms.

Thank you in advance for your time and consideration. We look forward to hearing from you!
 
 
 
* What platform would be most convenient for you?
 
On site
 
Webinar

 
 
 
* What day(s) of the week are most convenient for you? Please indicate all days available to you.
 
Monday
 
Tuesday
 
Wednesday
 
Thursday
 
Friday
 
Saturday

 
 
 
* What time frames work best for you? Please indicate all time frames available to you.
 
9am to Noon
 
Noon to 5pm
 
7pm to 9pm

 
 
 
* If you live in Seattle, would you be willing to drive to the east side?
 
Yes, depending on day/time
 
Yes
 
No

 
 
 
* Would you be interested in bringing a friend? We will need this information in order to make appropriate space arrangements.
 
Yes
 
No
 
 
 
Please list any questions you have that you would like to see answered in this workshop. We thank you for taking the time to complete the survey.
   
 
Securities offered through Securities America, Inc., Member FINRA/SIPC Advisory services offered through Securities America Advisors, Inc. Mirus Planning and the Securities America Companies are unaffiliated.