Lighthouse Financial Planning's Second Quarter Client Call - Replay
 

1. Default Section

 

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1. How useful was the market update and economic outlook information?

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2. How would you rate Jim Johnson's delivery of the market update and economic outlook information?

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Please select one

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3. How useful was the estate planning information?

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4. How would you rate Dino Rufo's delivery of the estate planning information?

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Please select one

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5. How would you rate Debbie Grose as the call moderator?

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6. Overall, how useful did you find this Lighthouse Financial Planning Quarterly Client Call?

7. Are you currently a client of Lighthouse Financial Planning?

8. Do you have suggestions for topics you'd like us to address in future Client Calls?

9. Do you have any other suggestions or comments for us?

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