EPCDE Year-End Survey

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* 1. Were the meeting times convenient?

Yes

No

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* 2. Was the meeting location convenient?

Yes

No

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* 3. If you missed meetings, what prevented you from attending?

Time

Location

Content not applicable to your practice

Conflicts with other commitments

Other

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* 4. What topics would you like us to address in future meetings?

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* 5. Do you have any suggestions for future speakers?

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* 6. Would you be interested in obtaining continuing education credits (CLE, CPA, CFP(R), Insurance, CTFA, etc.) from the EPCDE meetings for a modest fee?

Yes

No

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* 7. The purposes of our Council are to

(1) provide a better understanding of estate planning and of the services that estate planners can render to the general public;
(2) To promote cooperation, and to foster a better understanding of the proper relationship among estate planners of different professions, and
(3) To further the education of its members and of the general public in the field of estate planning.

Do you feel that the 2018-2019 membership year met these criteria?

Yes

No

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* 8. How can we improve?

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* 9. What else would you like us to know?