Lighthouse Financial Planning's Second Quarter Client Call - Replay
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1. Default Section
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1
. How useful was the market update and economic outlook information?
How useful was the market update and economic outlook information?
Very Useful
Somewhat Useful
Not useful
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2
. How would you rate Jim Johnson's delivery of the market update and economic outlook information?
Great
Good
Fair
Poor
Please select one
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How would you rate Jim Johnson's delivery of the market update and economic outlook information? Please select one Great
Please select one Good
Please select one Fair
Please select one Poor
Comments
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3
. How useful was the estate planning information?
How useful was the estate planning information?
Very Useful
Somewhat Useful
Not Useful
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4
. How would you rate Dino Rufo's delivery of the estate planning information?
Great
Good
Fair
Poor
Please select one
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How would you rate Dino Rufo's delivery of the estate planning information? Please select one Great
Please select one Good
Please select one Fair
Please select one Poor
Comments
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5
. How would you rate Debbie Grose as the call moderator?
Great
Good
Fair
Poor
Please select one
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How would you rate Debbie Grose as the call moderator? Please select one Great
Please select one Good
Please select one Fair
Please select one Poor
Comments
6
. Overall, how useful did you find this Lighthouse Financial Planning Quarterly Client Call?
Overall, how useful did you find this Lighthouse Financial Planning Quarterly Client Call?
Very Useful
Somewhat Useful
Not Useful At All
7
. Are you currently a client of Lighthouse Financial Planning?
Are you currently a client of Lighthouse Financial Planning?
Yes
No
8
. Do you have suggestions for topics you'd like us to address in future Client Calls?
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?
Do you have any other suggestions or comments for us?
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