2018 Mastermind Symposium Please take the time to give your honest opinions about this year's symposium in order for us to improve the symposium for next year. OK Question Title * 1. Please enter your name and company. Name Company OK Question Title * 2. Which speaker(s) would you like to come back in future years? Check all that apply Jeff Hybiak, SEM Wealth Management Mike Mason, Mason & Associates John Mason, Mason & Associates Allen Poe, Orion Financial Eben Burr, Toews Mark Friedenthal, Tolerisk Tiana Brenneise, Ocean Park Mike Lover, TCA Aaron Steinberg, TCA John Halley, Orion Financial OK Question Title * 3. What topics would you like to hear about in future symposiums? Check all that apply A Behavioral Approach to Portfolio Design Tax Law Changes/QCDs DST Using Annuities in the Financial Plan Client Review Process Using Behavioral Finance in Goals Based Planning (includes CE credits) Clients' Behavioral Biases Risk Tolerance Muting the Sound of Intellectual Noise Cyber Security Positioning Your Practice for the Next 10 Years Tax Income Planning Action Items When You Get Back to the Office Economic/Market Outlook & How to Position Portfolios for Any Outcome OK Question Title * 4. What was your favorite part of the symposium? OK Question Title * 5. What would you like to have changed for next year? OK Question Title * 6. Please state how satisfied you are with the facility. Very Dissatisfied Somewhat Dissatisfied Neutral Somewhat Satisfied Very Satisfied Location / Ease of Travel Location / Ease of Travel Very Dissatisfied Location / Ease of Travel Somewhat Dissatisfied Location / Ease of Travel Neutral Location / Ease of Travel Somewhat Satisfied Location / Ease of Travel Very Satisfied Meeting Facilities Meeting Facilities Very Dissatisfied Meeting Facilities Somewhat Dissatisfied Meeting Facilities Neutral Meeting Facilities Somewhat Satisfied Meeting Facilities Very Satisfied Room Accommodations Room Accommodations Very Dissatisfied Room Accommodations Somewhat Dissatisfied Room Accommodations Neutral Room Accommodations Somewhat Satisfied Room Accommodations Very Satisfied Services Available (Golf, Spa, Restaurants, etc.) Services Available (Golf, Spa, Restaurants, etc.) Very Dissatisfied Services Available (Golf, Spa, Restaurants, etc.) Somewhat Dissatisfied Services Available (Golf, Spa, Restaurants, etc.) Neutral Services Available (Golf, Spa, Restaurants, etc.) Somewhat Satisfied Services Available (Golf, Spa, Restaurants, etc.) Very Satisfied Resort Grounds Resort Grounds Very Dissatisfied Resort Grounds Somewhat Dissatisfied Resort Grounds Neutral Resort Grounds Somewhat Satisfied Resort Grounds Very Satisfied OK Question Title * 7. Any additional comments on what you liked about the facility and what you would like to have changed for next year? OK DONE