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  2. 2013
  3. November
  4. C
  5. Capital Asset Management test
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Exit Survey
 
 
Hello:

On behalf of all of us at Capital Asset Management Group, we would like to thank you for attending our recent Educational Event. We hope that the information that we provided was useful. We recognize the need to educate our clients on all aspects of financial planning. Ensuring that you have the information to protect yourself and your family is important to us.

You are invited to participate in our Educational Event Survey. Your participation in this study is completely voluntary. As you know we can only grow if we know and understand your expectations of Capital Asset Management Group. Please complete our short survey so that we may better serve you.

Thank you very much for your time and support.

Capital Asset Management Group
 
How would you rate the educational event?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
Presentation was interesting and valuable
Speakers were knowlegeable and interesting
Topic was relevant to my needs
 
How would you rate the location?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
Location was well suited for this event
Meal
Customer Service
Overall
 
 
 
I would attend another event held by Capital Asset Management Group
 
Yes
 
No
 
Maybe
 
 
I would like information about:
 
Reducing my Federal Income Taxes
 
Reducing or eliminating tax on my social security benefits
 
Reducing stock market risk to my portfolio
 
No obligation review of current portfolio
 
IRA/401 (k) investment and rollover strategies
 
IRA/401 (k) plan minimum distribution analysis
 
Long term care concerns
 
Federal Estate Tax Planning
 
Avoiding Probate
 
Life Insurance Analysis
 
Inheritance for children and grandchildren
 
Living Trust
 
Updating beneficiaries

 
 
Comments/Suggestions: