Assessing Your Retirement Income Needs (Talk Evaluation Form)

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* 1. Booking ID (please fill in the number provided by your trainer)

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* 2. Your Gender:

Male

Female

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* 3. Your Race :

Chinese

Malay

Indian

Other (please specify)

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* 4. Your Citizenship:

Singapore Citizen

Singapore Permanent Resident

Other (please specify)

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* 5. Your Age Range:

20 years and under

21 to 30 years

31 to 40 years

41 to 50 years

51 to 60 years

61 years and above

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* 6. Your Current Family Status:

Single with no dependants

Single with dependants

Married with no dependants

Married with dependants

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* 7. Your Highest Level of Education:

PSLE (Primary School)

"N' Level / "O" Level / ITE Certification

"A" Level / Diploma

Bachelor Degree

Postgraduate Degree

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* 8. Your Annual Household Income Range (Before Taxes):

$24,000 and below

Between $24,000 and $30,000

Between $30,001 and $60,000

Between $60,001 and $90,000

Between $90,001 and $120,000

Between $120,001 and above

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* 9. Please respond by CLICKING the appropriate number on the scale from (Strongly Disagree) to (Strongly Agree).

	Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
The training session has achieved its objectives.	The training session has achieved its objectives. Strongly Disagree	The training session has achieved its objectives. Disagree	The training session has achieved its objectives. Neutral	The training session has achieved its objectives. Agree	The training session has achieved its objectives. Strongly Agree
The materials are useful to me.	The materials are useful to me. Strongly Disagree	The materials are useful to me. Disagree	The materials are useful to me. Neutral	The materials are useful to me. Agree	The materials are useful to me. Strongly Agree
There was appropriate use of examples and exercises to help me understand the topic.	There was appropriate use of examples and exercises to help me understand the topic. Strongly Disagree	There was appropriate use of examples and exercises to help me understand the topic. Disagree	There was appropriate use of examples and exercises to help me understand the topic. Neutral	There was appropriate use of examples and exercises to help me understand the topic. Agree	There was appropriate use of examples and exercises to help me understand the topic. Strongly Agree
The concepts and skills presented help me in my personal development.	The concepts and skills presented help me in my personal development. Strongly Disagree	The concepts and skills presented help me in my personal development. Disagree	The concepts and skills presented help me in my personal development. Neutral	The concepts and skills presented help me in my personal development. Agree	The concepts and skills presented help me in my personal development. Strongly Agree
The trainer has good knowledge of the topic.	The trainer has good knowledge of the topic. Strongly Disagree	The trainer has good knowledge of the topic. Disagree	The trainer has good knowledge of the topic. Neutral	The trainer has good knowledge of the topic. Agree	The trainer has good knowledge of the topic. Strongly Agree
The trainer is able to communicate the ideas and concepts to me.	The trainer is able to communicate the ideas and concepts to me. Strongly Disagree	The trainer is able to communicate the ideas and concepts to me. Disagree	The trainer is able to communicate the ideas and concepts to me. Neutral	The trainer is able to communicate the ideas and concepts to me. Agree	The trainer is able to communicate the ideas and concepts to me. Strongly Agree
The trainer makes the topic relevant to me.	The trainer makes the topic relevant to me. Strongly Disagree	The trainer makes the topic relevant to me. Disagree	The trainer makes the topic relevant to me. Neutral	The trainer makes the topic relevant to me. Agree	The trainer makes the topic relevant to me. Strongly Agree
The trainer uses practical examples.	The trainer uses practical examples. Strongly Disagree	The trainer uses practical examples. Disagree	The trainer uses practical examples. Neutral	The trainer uses practical examples. Agree	The trainer uses practical examples. Strongly Agree

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* 10. What did you find MOST useful to you about this talk?

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* 11. What did you find LEAST useful to you about this talk?

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* 12. How can we improve on this talk?

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* 13. What other financial topics are you keen to know more about? (TICK whichever applies to you)

Money Management

Investment Planning

Insurance Planning

Debt Management

Retirement Planning

Health Insurance

Financial Planning

Other (please specify)

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* 14. Would you like to receive our (Institute for Financial Literacy) E-Newsletters?

Yes

If yes, your email address:

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* 15. Please CLICK your response to each of the following statements.

	Do Not Know	True	False
If the inflation rate is about 3%, my cost of living will double almost every 24 years.	If the inflation rate is about 3%, my cost of living will double almost every 24 years. Do Not Know	If the inflation rate is about 3%, my cost of living will double almost every 24 years. True	If the inflation rate is about 3%, my cost of living will double almost every 24 years. False
The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement.	The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. Do Not Know	The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. True	The income replacement method is the only method I can use to estimate the funds I need for a comfortable retirement. False
It is not necessary to review my retirement plan regularly.	It is not necessary to review my retirement plan regularly. Do Not Know	It is not necessary to review my retirement plan regularly. True	It is not necessary to review my retirement plan regularly. False
The adjusted expense method is calculated based on my projected level of expenses in the future.	The adjusted expense method is calculated based on my projected level of expenses in the future. Do Not Know	The adjusted expense method is calculated based on my projected level of expenses in the future. True	The adjusted expense method is calculated based on my projected level of expenses in the future. False
It is necessary to consider my desired lifestyle before I start retirement planning.	It is necessary to consider my desired lifestyle before I start retirement planning. Do Not Know	It is necessary to consider my desired lifestyle before I start retirement planning. True	It is necessary to consider my desired lifestyle before I start retirement planning. False

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* 16. How confident are you to do each of the following?

	Not Confident	A Little Confident	Confident	Very Confident
Determine my retirement income needs using the Income Replacement Method.	Determine my retirement income needs using the Income Replacement Method. Not Confident	Determine my retirement income needs using the Income Replacement Method. A Little Confident	Determine my retirement income needs using the Income Replacement Method. Confident	Determine my retirement income needs using the Income Replacement Method. Very Confident
Determine my retirement income needs using the Adjusted Expense Method.	Determine my retirement income needs using the Adjusted Expense Method. Not Confident	Determine my retirement income needs using the Adjusted Expense Method. A Little Confident	Determine my retirement income needs using the Adjusted Expense Method. Confident	Determine my retirement income needs using the Adjusted Expense Method. Very Confident
Estimate my retirement income needs using the CPF Retirement Estimator.	Estimate my retirement income needs using the CPF Retirement Estimator. Not Confident	Estimate my retirement income needs using the CPF Retirement Estimator. A Little Confident	Estimate my retirement income needs using the CPF Retirement Estimator. Confident	Estimate my retirement income needs using the CPF Retirement Estimator. Very Confident
Estimate my available resources that can be used for my retirement.	Estimate my available resources that can be used for my retirement. Not Confident	Estimate my available resources that can be used for my retirement. A Little Confident	Estimate my available resources that can be used for my retirement. Confident	Estimate my available resources that can be used for my retirement. Very Confident
Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals.	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Not Confident	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. A Little Confident	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Confident	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Very Confident

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* 17. AFTER attending this talk, what is your intention to do each of the following?

	Does Not Apply To Me	No	Maybe	Yes	I Am Already Doing This
Determine my retirement income needs using the Income Replacement Method.	Determine my retirement income needs using the Income Replacement Method. Does Not Apply To Me	Determine my retirement income needs using the Income Replacement Method. No	Determine my retirement income needs using the Income Replacement Method. Maybe	Determine my retirement income needs using the Income Replacement Method. Yes	Determine my retirement income needs using the Income Replacement Method. I Am Already Doing This
Determine my retirement income needs using the Adjusted Expense Method.	Determine my retirement income needs using the Adjusted Expense Method. Does Not Apply To Me	Determine my retirement income needs using the Adjusted Expense Method. No	Determine my retirement income needs using the Adjusted Expense Method. Maybe	Determine my retirement income needs using the Adjusted Expense Method. Yes	Determine my retirement income needs using the Adjusted Expense Method. I Am Already Doing This
Estimate my retirement income needs using the CPF Retirement Estimator.	Estimate my retirement income needs using the CPF Retirement Estimator. Does Not Apply To Me	Estimate my retirement income needs using the CPF Retirement Estimator. No	Estimate my retirement income needs using the CPF Retirement Estimator. Maybe	Estimate my retirement income needs using the CPF Retirement Estimator. Yes	Estimate my retirement income needs using the CPF Retirement Estimator. I Am Already Doing This
Estimate my available resources that can be used for my retirement.	Estimate my available resources that can be used for my retirement. Does Not Apply To Me	Estimate my available resources that can be used for my retirement. No	Estimate my available resources that can be used for my retirement. Maybe	Estimate my available resources that can be used for my retirement. Yes	Estimate my available resources that can be used for my retirement. I Am Already Doing This
Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals.	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Does Not Apply To Me	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. No	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Maybe	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. Yes	Calculate the gaps I have to fill after assessing my current resources, in order to reach my retirement goals. I Am Already Doing This