2012 FPA SC Symposium

The Financial Planning Association -- South Carolina Chapter -- appreciates your participation in the 2012 Symposium held in Columbia, South Carolina and kindly requests your evaluation of this program. Your feedback is most appreciated and will be considered as plans are made for up-coming programs.

1. Please indicate your primary credential area in financial planning.

Please indicate your primary credential area in financial planning. CFP®

CLU

ChFC

CPA

Student

Other

Other (please specify)

Please rate the sessions you attended below.

2. Red Zone Retirement Issues—Neil Brown, CPA, CFP

	Achievement of educational objectives	Presentation effectiveness	Content was presented without bias
4= To a great extent	*Red Zone Retirement Issues—Neil Brown, CPA, CFP 4= To a great extent Achievement of educational objectives	4= To a great extent Presentation effectiveness	4= To a great extent Content was presented without bias
3= To a moderate extent	3= To a moderate extent Achievement of educational objectives	3= To a moderate extent Presentation effectiveness	3= To a moderate extent Content was presented without bias
2= To a slight extent	2= To a slight extent Achievement of educational objectives	2= To a slight extent Presentation effectiveness	2= To a slight extent Content was presented without bias
1= Not at all	1= Not at all Achievement of educational objectives	1= Not at all Presentation effectiveness	1= Not at all Content was presented without bias
0= Did not attend	0= Did not attend Achievement of educational objectives	0= Did not attend Presentation effectiveness	0= Did not attend Content was presented without bias

3. Estate Planning—David Sojourner, Esq., Certified Taxation Specialist and a Certified Estate Planning and Probate Specialist

	Achievement of educational objectives	Presentation effectiveness	Content was presented without bias
4= To a great extent	*Estate Planning—David Sojourner, Esq., Certified Taxation Specialist and a Certified Estate Planning and Probate Specialist 4= To a great extent Achievement of educational objectives	4= To a great extent Presentation effectiveness	4= To a great extent Content was presented without bias
3= To a moderate extent	3= To a moderate extent Achievement of educational objectives	3= To a moderate extent Presentation effectiveness	3= To a moderate extent Content was presented without bias
2= To a slight extent	2= To a slight extent Achievement of educational objectives	2= To a slight extent Presentation effectiveness	2= To a slight extent Content was presented without bias
1= Not at all	1= Not at all Achievement of educational objectives	1= Not at all Presentation effectiveness	1= Not at all Content was presented without bias
0= Did not attend	0= Did not attend Achievement of educational objectives	0= Did not attend Presentation effectiveness	0= Did not attend Content was presented without bias

4. Irrational Fears: Understanding the Threat to Your Clients—Mark DiGiovanni, MBA, ChFC, CFP

	Achievement of educational objectives	Presentation effectiveness	Content was presented without bias
4= To a great extent	*Irrational Fears: Understanding the Threat to Your Clients—Mark DiGiovanni, MBA, ChFC, CFP 4= To a great extent Achievement of educational objectives	4= To a great extent Presentation effectiveness	4= To a great extent Content was presented without bias
3= To a moderate extent	3= To a moderate extent Achievement of educational objectives	3= To a moderate extent Presentation effectiveness	3= To a moderate extent Content was presented without bias
2= To a slight extent	2= To a slight extent Achievement of educational objectives	2= To a slight extent Presentation effectiveness	2= To a slight extent Content was presented without bias
1= Not at all	1= Not at all Achievement of educational objectives	1= Not at all Presentation effectiveness	1= Not at all Content was presented without bias
0= Did not attend	0= Did not attend Achievement of educational objectives	0= Did not attend Presentation effectiveness	0= Did not attend Content was presented without bias

5. Panel Discussion: Retirement Preparedness in an Uncertain Environment

	Achievement of educational objectives	Presentation effectiveness	Content was presented without bias
4= To a great extent	*Panel Discussion: Retirement Preparedness in an Uncertain Environment 4= To a great extent Achievement of educational objectives	4= To a great extent Presentation effectiveness	4= To a great extent Content was presented without bias
3= To a moderate extent	3= To a moderate extent Achievement of educational objectives	3= To a moderate extent Presentation effectiveness	3= To a moderate extent Content was presented without bias
2= To a slight extent	2= To a slight extent Achievement of educational objectives	2= To a slight extent Presentation effectiveness	2= To a slight extent Content was presented without bias
1= Not at all	1= Not at all Achievement of educational objectives	1= Not at all Presentation effectiveness	1= Not at all Content was presented without bias
0= Did not attend	0= Did not attend Achievement of educational objectives	0= Did not attend Presentation effectiveness	0= Did not attend Content was presented without bias

6. New Tax Laws & 3.8% Medicare Surtax on Investment Income—John Goldsbury, JD and James W. Jones, CFP

	Achievement of educational objectives	Presentation effectiveness	Content was presented without bias
4= To a great extent	*New Tax Laws & 3.8% Medicare Surtax on Investment Income—John Goldsbury, JD and James W. Jones, CFP 4= To a great extent Achievement of educational objectives	4= To a great extent Presentation effectiveness	4= To a great extent Content was presented without bias
3= To a moderate extent	3= To a moderate extent Achievement of educational objectives	3= To a moderate extent Presentation effectiveness	3= To a moderate extent Content was presented without bias
2= To a slight extent	2= To a slight extent Achievement of educational objectives	2= To a slight extent Presentation effectiveness	2= To a slight extent Content was presented without bias
1= Not at all	1= Not at all Achievement of educational objectives	1= Not at all Presentation effectiveness	1= Not at all Content was presented without bias
0= Did not attend	0= Did not attend Achievement of educational objectives	0= Did not attend Presentation effectiveness	0= Did not attend Content was presented without bias

7. Columbia Management Presents Social Security & Medicare—Brian Martin, CIMA

	Achievement of educational objectives	Presentation effectiveness	Content was presented without bias
4= To a great extent	*Columbia Management Presents Social Security & Medicare—Brian Martin, CIMA 4= To a great extent Achievement of educational objectives	4= To a great extent Presentation effectiveness	4= To a great extent Content was presented without bias
3= To a moderate extent	3= To a moderate extent Achievement of educational objectives	3= To a moderate extent Presentation effectiveness	3= To a moderate extent Content was presented without bias
2= To a slight extent	2= To a slight extent Achievement of educational objectives	2= To a slight extent Presentation effectiveness	2= To a slight extent Content was presented without bias
1= Not at all	1= Not at all Achievement of educational objectives	1= Not at all Presentation effectiveness	1= Not at all Content was presented without bias
0= Did not attend	0= Did not attend Achievement of educational objectives	0= Did not attend Presentation effectiveness	0= Did not attend Content was presented without bias

8. Ethics for the Financial Planner (Webinar)—Herb Daroff, CFP, JD, and Dennis Patrick, CFP, ChFC

	Achievement of educational objectives	Presentation effectiveness	Content was presented without bias
4= To a great extent	*Ethics for the Financial Planner (Webinar)—Herb Daroff, CFP, JD, and Dennis Patrick, CFP, ChFC 4= To a great extent Achievement of educational objectives	4= To a great extent Presentation effectiveness	4= To a great extent Content was presented without bias
3= To a moderate extent	3= To a moderate extent Achievement of educational objectives	3= To a moderate extent Presentation effectiveness	3= To a moderate extent Content was presented without bias
2= To a slight extent	2= To a slight extent Achievement of educational objectives	2= To a slight extent Presentation effectiveness	2= To a slight extent Content was presented without bias
1= Not at all	1= Not at all Achievement of educational objectives	1= Not at all Presentation effectiveness	1= Not at all Content was presented without bias
0= Did not attend	0= Did not attend Achievement of educational objectives	0= Did not attend Presentation effectiveness	0= Did not attend Content was presented without bias

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