Workshop Evaluation Survey-PBUCC Question Title * 1. Please enter your workshop number (if you do not have your workshop number, please enter the session date and city) Workshop number Session Date and City Question Title * 2. Please rate the overall effectiveness of today’s workshop a. Very effective b. Somewhat effective c. Neutral d. Somewhat ineffective e. Very ineffective a. Very effective b. Somewhat effective c. Neutral d. Somewhat ineffective e. Very ineffective Question Title * 3. I plan to take ACTION on some of the items I learned today a. Strongly agree b. Agree c. Undecided d. Disagree e. Strongly Disagree Question Title * 4. Following this workshop, I plan to use EY’s financial wellness services (call the EY Financial Planner Line or visit the EY Financial Planning Center website) a. Yes b. No Question Title * 5. I would recommend this workshop to a friend or co-worker a. Yes b. No Question Title * 6. I learned more about the financial planning topics presented today as a result of attending this workshop a. Strongly agree b. Agree c. Undecided d. Disagree e. Strongly Disagree Question Title * 7. Please rate the overall effectiveness of the workshop presenter a. Excellent b. Above average c. Average d. Below average e. Poor a. Excellent b. Above average c. Average d. Below average e. Poor Question Title * 8. I believe my EY financial wellness benefit is valuable a. Strongly agree b. Agree c. Undecided d. Disagree e. Strongly Disagree Question Title * 9. Please provide additional comments and suggestions regarding this workshop Question Title * 10. What additional topics would you be interested in learning about in the future (select all that apply)? a. Cash & debt management b. Credit score c. Insurance planning d. Investing basics e. Investing advanced f. Retirement planning g. Education funding h. Income tax planning i. Health care planning j. Estate planning Other (please specify) Finish- Thank you for your feedback!
