We help small organizations, families and individuals achieve or exceed financial goals while addressing environmental and social challenges aligned with their values. To better understand your perspectives in these areas, will you please share your experiences with us via this quick, 2-minute short form? All responses remain completely confidential. At bottom, please provide your contact information so we can arrange a complimentary meeting for a $40 donation to the Wallkill Valley Land Trust.

Thank you! - Perry Goldschein, Financial Services Professional | New York Life & NYLIFE Securities | pgoldschein@ft.newyorklife.com - 845-563-9334

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* 1. Have you ever done any financial planning for yourself or your family?

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* 2. When was the last time you met with a financial or insurance advisor?

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* 3. Have you ever thought about how the places you save or invest your money impact the world, environmentally or socially?

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* 4. How do you feel about:

  Not important at all Somewhat important Important Very important Extremely important
saving for your children's education?
providing for retirement?
providing for aging needs / long term care?
wealth management or tax reduction?
protecting your family with life insurance?

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* 5. Do you own a business, or lead finance or HR functions (i.e., employee benefits)?

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* 6. Name

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* 7. Phone number

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* 8. Email address:

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