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 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
3= To a moderate extent
2= To a slight extent
1= Not at all
0= Did not attend

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
3= To a moderate extent
2= To a slight extent
1= Not at all
0= Did not attend

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
3= To a moderate extent
2= To a slight extent
1= Not at all
0= Did not attend

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
3= To a moderate extent
2= To a slight extent
1= Not at all
0= Did not attend

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
3= To a moderate extent
2= To a slight extent
1= Not at all
0= Did not attend

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
3= To a moderate extent
2= To a slight extent
1= Not at all
0= Did not attend

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
3= To a moderate extent
2= To a slight extent
1= Not at all
0= Did not attend

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