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Financial Stewardship & Wellness Survey Help Us Build a Program That Serves U…
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1.
Please enter your contact information below:
(Required.)
Name
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Email Address
Cell Phone
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2.
Are you a UFCU member?
(Required.)
Yes
No
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3.
How interested are you in participating in the sessions?
(Required.)
Very interested
Somewhat interested
Not Sure
Not interested
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4.
Which topics interest you most? (Select up to 5)
(Required.)
Budgeting & Money Management
Saving & Emergency Funds
Reducing Debt
Credit Improvement
Homeownership
Investing & Wealth Building
Retirement Planning
Estate Planning & Wills
Life Insurance
Generational Wealth & Legacy Planning
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5.
How confident do you feel managing your finances?
(Required.)
Very Confident
Somewhat Confident
Neutral
Not Very Confident
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6.
Do you currently have 3-6 months of living expenses in emergency savings?
(Required.)
Yes
No
Working towards it
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7.
If something happened to you tomorrow, would your loved ones know what to do regarding your finances and important documents?
(Required.)
Yes
Somewhat
No
Not Sure
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8.
What format would you prefer the sessions be in?
(Required.)
In-Person
Virtual (Zoom or Teams)
Hybrid
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9.
What day works best for you?
(Required.)
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
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10.
Age Group
(Required.)
Under 25
25-34
35-44
45-54
55-64
65+
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11.
Your current ZIP Code:
(Required.)
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12.
Would earning a Financial Stewardship Certificate after completing all six sessions motivate you to participate?
(Required.)
Yes
Maybe
No
13.
One final question: What financial topic or challenge would you most like help with?
"Faithful stewardship today creates a stronger tomorrow for you, your family, and future generations."
