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  3. September
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  5. Financial Awareness Questionnaire
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To carry out our campaign to spread financial awareness and help members of our community reach their life goals, we conduct an ongoing review of financial challenges that individuals and families face. To help us identify problem areas and determine solutions, we have developed a survey for you to complete. Please answer all questions and add any comments in the space provided below. Thank you for your participation. Please start with the survey now by clicking on the Continue button below.
 
 
 
Are you suffering from financial losses as a result of the recent economic downturn?
 
Yes
 
No
 
 
Are you concerned about any of the following?
Yes No
Too many bills or debts?
Lack of savings or investments for retirement?
Lack of preparation for your kids’ college education?
Not having enough protection in the case of disability, long term illness or even death?
 
 
 
Do you have growing children or aging parents that you are financially responsible for?
 
Yes
 
No
 
 
 
Are you concerned about the future of your job or career?
 
Yes
 
No
 
 
 
Do you feel that financial terms such as investments,insurance, debt, inflation, and tax are difficult to understand?
 
Yes
 
No
 
 
 
What is your ideal retirement age?
   
 
 
 
Do you want to learn more about how money works and how to build a proper financial future?
 
Yes
 
No
 
 
 
Comments/Suggestions:
   
 
 
 
Please provide your email address for future updates/events:
   
 
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