Wealth Preservation Symposium - January 29, 2025

Thank you for attending the inaugural Wealth Preservation Symposium. Your feedback is valuable to us, as it allows us to curate our content and improve upon future programs. Please take a moment to complete the following survey, and for those seeking CLE credit, completion of this form is a requirement for CLE eligibility.

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* 1. Please type your first and last name (for CLE purposes; results will remain anonymous).

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* 2. Overall, how satisfied were you with the program?

Very satisfied

Satisfied

Neither satisfied nor dissatisfied

Dissatisfied

Very dissatisfied

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* 3. Why did you attend the Forum? (check all that apply)

Interest in topics

Essential for your job

Networking opportunity

Educational requirement

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* 4. Please rate your satisfaction with the following:

	Very Satisfied	Satisfied	Neutral	Dissatisfied	Very Dissatisfied
Location	Location Very Satisfied	Location Satisfied	Location Neutral	Location Dissatisfied	Location Very Dissatisfied
On-site Facilities	On-site Facilities Very Satisfied	On-site Facilities Satisfied	On-site Facilities Neutral	On-site Facilities Dissatisfied	On-site Facilities Very Dissatisfied
Program Length	Program Length Very Satisfied	Program Length Satisfied	Program Length Neutral	Program Length Dissatisfied	Program Length Very Dissatisfied
Course Materials	Course Materials Very Satisfied	Course Materials Satisfied	Course Materials Neutral	Course Materials Dissatisfied	Course Materials Very Dissatisfied
Food & Beverage	Food & Beverage Very Satisfied	Food & Beverage Satisfied	Food & Beverage Neutral	Food & Beverage Dissatisfied	Food & Beverage Very Dissatisfied

Other (please specify)

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* 5. The New Administration: Anything can Happen presented by Maria F. Galante and Ryann M. Siclari

	Excellent	Very Good	Average	Fair	Poor
How useful was the program in enhancing your knowledge?	How useful was the program in enhancing your knowledge? Excellent	How useful was the program in enhancing your knowledge? Very Good	How useful was the program in enhancing your knowledge? Average	How useful was the program in enhancing your knowledge? Fair	How useful was the program in enhancing your knowledge? Poor
How interested were you in the presentation and discussion?	How interested were you in the presentation and discussion? Excellent	How interested were you in the presentation and discussion? Very Good	How interested were you in the presentation and discussion? Average	How interested were you in the presentation and discussion? Fair	How interested were you in the presentation and discussion? Poor
Please rate the knowledge and preparedness of the presenters.	Please rate the knowledge and preparedness of the presenters. Excellent	Please rate the knowledge and preparedness of the presenters. Very Good	Please rate the knowledge and preparedness of the presenters. Average	Please rate the knowledge and preparedness of the presenters. Fair	Please rate the knowledge and preparedness of the presenters. Poor

Additional feedback:

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* 6. Strategic Planning for Special Circumstances presented by Crystal West Edwards and Kaitlin Hackett

	Excellent	Very Good	Average	Fair	Poor
How useful was the program in enhancing your knowledge?	How useful was the program in enhancing your knowledge? Excellent	How useful was the program in enhancing your knowledge? Very Good	How useful was the program in enhancing your knowledge? Average	How useful was the program in enhancing your knowledge? Fair	How useful was the program in enhancing your knowledge? Poor
How interested were you in the presentation and discussion?	How interested were you in the presentation and discussion? Excellent	How interested were you in the presentation and discussion? Very Good	How interested were you in the presentation and discussion? Average	How interested were you in the presentation and discussion? Fair	How interested were you in the presentation and discussion? Poor
Please rate the knowledge and preparedness of the presenters.	Please rate the knowledge and preparedness of the presenters. Excellent	Please rate the knowledge and preparedness of the presenters. Very Good	Please rate the knowledge and preparedness of the presenters. Average	Please rate the knowledge and preparedness of the presenters. Fair	Please rate the knowledge and preparedness of the presenters. Poor

Additional feedback:

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* 7. Practical Considerations for Counseling Clients on Potential Probate Litigation presented by Rahil Darbar and Joseph G. Dolan

	Excellent	Very Good	Average	Fair	Poor
How useful was the program in enhancing your knowledge?	How useful was the program in enhancing your knowledge? Excellent	How useful was the program in enhancing your knowledge? Very Good	How useful was the program in enhancing your knowledge? Average	How useful was the program in enhancing your knowledge? Fair	How useful was the program in enhancing your knowledge? Poor
How interested were you in the presentation and discussion?	How interested were you in the presentation and discussion? Excellent	How interested were you in the presentation and discussion? Very Good	How interested were you in the presentation and discussion? Average	How interested were you in the presentation and discussion? Fair	How interested were you in the presentation and discussion? Poor
Please rate the knowledge and preparedness of the presenters.	Please rate the knowledge and preparedness of the presenters. Excellent	Please rate the knowledge and preparedness of the presenters. Very Good	Please rate the knowledge and preparedness of the presenters. Average	Please rate the knowledge and preparedness of the presenters. Fair	Please rate the knowledge and preparedness of the presenters. Poor

Additional feedback:

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* 8. When Uncle Sam is Your Pen Pal presented by Daniel S. Makoski

	Excellent	Very Good	Average	Fair	Poor
How useful was the program in enhancing your knowledge?	How useful was the program in enhancing your knowledge? Excellent	How useful was the program in enhancing your knowledge? Very Good	How useful was the program in enhancing your knowledge? Average	How useful was the program in enhancing your knowledge? Fair	How useful was the program in enhancing your knowledge? Poor
How interested were you in the presentation and discussion?	How interested were you in the presentation and discussion? Excellent	How interested were you in the presentation and discussion? Very Good	How interested were you in the presentation and discussion? Average	How interested were you in the presentation and discussion? Fair	How interested were you in the presentation and discussion? Poor
Please rate the knowledge and preparedness of the presenter.	Please rate the knowledge and preparedness of the presenter. Excellent	Please rate the knowledge and preparedness of the presenter. Very Good	Please rate the knowledge and preparedness of the presenter. Average	Please rate the knowledge and preparedness of the presenter. Fair	Please rate the knowledge and preparedness of the presenter. Poor

Additional feedback:

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* 9. A FLING Only New Jersey Will Hate presented by John M. Elias

	Excellent	Very Good	Average	Fair	Poor
How useful was the program in enhancing your knowledge?	How useful was the program in enhancing your knowledge? Excellent	How useful was the program in enhancing your knowledge? Very Good	How useful was the program in enhancing your knowledge? Average	How useful was the program in enhancing your knowledge? Fair	How useful was the program in enhancing your knowledge? Poor
How interested were you in the presentation and discussion?	How interested were you in the presentation and discussion? Excellent	How interested were you in the presentation and discussion? Very Good	How interested were you in the presentation and discussion? Average	How interested were you in the presentation and discussion? Fair	How interested were you in the presentation and discussion? Poor
Please rate the knowledge and preparedness of the presenter.	Please rate the knowledge and preparedness of the presenter. Excellent	Please rate the knowledge and preparedness of the presenter. Very Good	Please rate the knowledge and preparedness of the presenter. Average	Please rate the knowledge and preparedness of the presenter. Fair	Please rate the knowledge and preparedness of the presenter. Poor

Additional feedback:

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* 10. Don't Fall Off the Tax Cliff (or How to Face the Cliff with a Bunji Cord) presented by I. Richard Ploss

	Excellent	Very Good	Average	Fair	Poor
How useful was the program in enhancing your knowledge?	How useful was the program in enhancing your knowledge? Excellent	How useful was the program in enhancing your knowledge? Very Good	How useful was the program in enhancing your knowledge? Average	How useful was the program in enhancing your knowledge? Fair	How useful was the program in enhancing your knowledge? Poor
How interested were you in the presentation and discussion?	How interested were you in the presentation and discussion? Excellent	How interested were you in the presentation and discussion? Very Good	How interested were you in the presentation and discussion? Average	How interested were you in the presentation and discussion? Fair	How interested were you in the presentation and discussion? Poor
Please rate the knowledge and preparedness of the presenter.	Please rate the knowledge and preparedness of the presenter. Excellent	Please rate the knowledge and preparedness of the presenter. Very Good	Please rate the knowledge and preparedness of the presenter. Average	Please rate the knowledge and preparedness of the presenter. Fair	Please rate the knowledge and preparedness of the presenter. Poor

Additional feedback:

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* 11. Beyond Ownership: Strategic Succession Planning for Closely Held Businesses presented by Sameer A. Prasla and Deirdre R. Wheatley-Liss

	Excellent	Very Good	Average	Fair	Poor
How useful was the program in enhancing your knowledge?	How useful was the program in enhancing your knowledge? Excellent	How useful was the program in enhancing your knowledge? Very Good	How useful was the program in enhancing your knowledge? Average	How useful was the program in enhancing your knowledge? Fair	How useful was the program in enhancing your knowledge? Poor
How interested were you in the presentation and discussion?	How interested were you in the presentation and discussion? Excellent	How interested were you in the presentation and discussion? Very Good	How interested were you in the presentation and discussion? Average	How interested were you in the presentation and discussion? Fair	How interested were you in the presentation and discussion? Poor
Please rate the knowledge and preparedness of the presenters.	Please rate the knowledge and preparedness of the presenters. Excellent	Please rate the knowledge and preparedness of the presenters. Very Good	Please rate the knowledge and preparedness of the presenters. Average	Please rate the knowledge and preparedness of the presenters. Fair	Please rate the knowledge and preparedness of the presenters. Poor

Additional feedback:

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* 12. Wealth Preservation for Holders of Crypto Currency presented by Charles E. Falk

	Excellent	Very Good	Average	Fair	Poor
How useful was the program in enhancing your knowledge?	How useful was the program in enhancing your knowledge? Excellent	How useful was the program in enhancing your knowledge? Very Good	How useful was the program in enhancing your knowledge? Average	How useful was the program in enhancing your knowledge? Fair	How useful was the program in enhancing your knowledge? Poor
How interested were you in the presentation and discussion?	How interested were you in the presentation and discussion? Excellent	How interested were you in the presentation and discussion? Very Good	How interested were you in the presentation and discussion? Average	How interested were you in the presentation and discussion? Fair	How interested were you in the presentation and discussion? Poor
Please rate the knowledge and preparedness of the presenters.	Please rate the knowledge and preparedness of the presenters. Excellent	Please rate the knowledge and preparedness of the presenters. Very Good	Please rate the knowledge and preparedness of the presenters. Average	Please rate the knowledge and preparedness of the presenters. Fair	Please rate the knowledge and preparedness of the presenters. Poor

Additional feedback:

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* 13. How likely are you to attend this event again?

Very likely

Likely

Neither likely nor unlikely

Unlikely

Very unlikely

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* 14. How likely are you to recommend this event to a friend or colleague?

Very likely

Likely

Neither likely nor unlikely

Unlikely

Very unlikely

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* 15. How did you learn of our event?

Porzio Invitation

Friend/Colleague

Search Engine

Social Media Platform (LinkedIn, Facebook)

Other (please specify)

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* 16. What business concerns are top of mind for you and your company at this time? Do you have topics of interest for future presentations?

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* 17. Would you be interested in meeting with one or more members of our team to discuss how we might be able to assist you and your wealth preservation needs?

Yes

If Yes, please provide your contact information.

Wealth Preservation Symposium - January 29, 2025

Question Title

* 1. Please type your first and last name (for CLE purposes; results will remain anonymous).

Question Title

* 2. Overall, how satisfied were you with the program?

Question Title

* 3. Why did you attend the Forum? (check all that apply)

Question Title

* 4. Please rate your satisfaction with the following:

Question Title

* 5. The New Administration: Anything can Happen presented by Maria F. Galante and Ryann M. Siclari

Question Title

* 6. Strategic Planning for Special Circumstances presented by Crystal West Edwards and Kaitlin Hackett

Question Title

* 7. Practical Considerations for Counseling Clients on Potential Probate Litigation presented by Rahil Darbar and Joseph G. Dolan

Question Title

* 8. When Uncle Sam is Your Pen Pal presented by Daniel S. Makoski

Question Title

* 9. A FLING Only New Jersey Will Hate presented by John M. Elias

Question Title

* 10. Don't Fall Off the Tax Cliff (or How to Face the Cliff with a Bunji Cord) presented by I. Richard Ploss

Question Title

* 11. Beyond Ownership: Strategic Succession Planning for Closely Held Businesses presented by Sameer A. Prasla and Deirdre R. Wheatley-Liss

Question Title

* 12. Wealth Preservation for Holders of Crypto Currency presented by Charles E. Falk

Question Title

* 13. How likely are you to attend this event again?

Question Title

* 14. How likely are you to recommend this event to a friend or colleague?

Question Title

* 15. How did you learn of our event?

Question Title

* 16. What business concerns are top of mind for you and your company at this time? Do you have topics of interest for future presentations?

Question Title

* 17. Would you be interested in meeting with one or more members of our team to discuss how we might be able to assist you and your wealth preservation needs?

Question Title

* 18. Please share your feedback! What did you like most about the event? Do you have any suggestions for improving our Symposium?