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  5. Capital Asset Management Group - Client Appreciati
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Exit Survey
 
 
You are invited to participate in our Educational Event Survey. Your participation 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 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 knowledgeable 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
Refreshments
Guest Services
Parking
Overall
 
 
I would attend another event held by Capital Asset Management Group at this location
 
Yes
 
No
 
Maybe
 
 
I would like information about (Select all that apply):
 
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: