Economic Roundtable Survey

Question Title

* 1. Were the roundtable topics relevant?

Yes

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* 2. What strategies did you find most useful?

Tax Strategies

Real Estate Strategies

Financial Planning Strategies

Estate Planning Strategies

Other (please specify)

Question Title

* 3. What future topics would you like to see presented?

Cyber Security

Risk Management

Residential Real Estate

Portfolio Planning

Directors & Officers Liabilities

Life & Annuities

Private Client Group Insurance

Other (please specify)

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* 4. Please rate the speaker, Paul DiNardo's knowledge of the topic.

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* 5. Please rate the speaker, Ricky Anderson's knowledge of the topic.

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* 6. Please rate the speaker, Matthew Shipman's knowledge of the topic.

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* 7. Please rate the speaker, Todd Preti's knowledge of the topic.

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* 8. Are you interested in attending a future roundtable?

Yes

Economic Roundtable Survey

Question Title

* 1. Were the roundtable topics relevant?

Question Title

* 2. What strategies did you find most useful?

Question Title

* 3. What future topics would you like to see presented?

Question Title

* 4. Please rate the speaker, Paul DiNardo's knowledge of the topic.

Question Title

* 5. Please rate the speaker, Ricky Anderson's knowledge of the topic.

Question Title

* 6. Please rate the speaker, Matthew Shipman's knowledge of the topic.

Question Title

* 7. Please rate the speaker, Todd Preti's knowledge of the topic.

Question Title

* 8. Are you interested in attending a future roundtable?

Question Title

* 9. Do you have any additional feedback on the Roundtable?