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Freelancers Union Financial Services Survey
We want to offer our members affordable financial education and advice. Help us out by telling us what you need.
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1
. First Name:
First Name:
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2
. Last Name:
Last Name:
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3
. Email address:
Email address:
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4
. City:
City:
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5
. State:
State:
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. ZIP:
ZIP:
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7
. Occupation:
Occupation:
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8
. Age:
Age:
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9
. What topics would you like Freelancers Union to provide financial education/advice about? Check all that apply.
What topics would you like Freelancers Union to provide financial education/advice about? Check all that apply.
Retirement Accounts/ Planning
Investing Strategies (stocks, bonds, mutual funds)
Personal Budgeting
Mortgages
Taxes
Business Budgeting
Business Bookkeeping
Business Loans
Debt Reduction
Other (please specify)
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10
. How would you most like to access financial advice? Select one.
How would you most like to access financial advice? Select one.
Group Seminars
Individual Sessions with a Financial Planner
Telephone
Online
Other (please specify)
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11
. In what additional ways would you like to access financial advice? Check all that apply.
In what additional ways would you like to access financial advice? Check all that apply.
Group Seminars
Individual Sessions with a Financial Planner
Telephone
Online
Other (please specify)
12
. What other services would you like Freelancers Union to provide? (optional)
What other services would you like Freelancers Union to provide? (optional)
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