Member Survey 2019 Annual Seminar

	Excellent	Good	Fair	Poor
Topics were timely and appropriate	Topics were timely and appropriate Excellent	Topics were timely and appropriate Good	Topics were timely and appropriate Fair	Topics were timely and appropriate Poor
Time allocated to each topic was appropriate	Time allocated to each topic was appropriate Excellent	Time allocated to each topic was appropriate Good	Time allocated to each topic was appropriate Fair	Time allocated to each topic was appropriate Poor
Topics were relevant to my preactice area	Topics were relevant to my preactice area Excellent	Topics were relevant to my preactice area Good	Topics were relevant to my preactice area Fair	Topics were relevant to my preactice area Poor

Excellent

Good

Fair

Poor

Topics were timely and appropriate

Topics were timely and appropriate Excellent

Topics were timely and appropriate Good

Topics were timely and appropriate Fair

Topics were timely and appropriate Poor

Time allocated to each topic was appropriate

Time allocated to each topic was appropriate Excellent

Time allocated to each topic was appropriate Good

Time allocated to each topic was appropriate Fair

Time allocated to each topic was appropriate Poor

Topics were relevant to my preactice area

Topics were relevant to my preactice area Excellent

Topics were relevant to my preactice area Good

Topics were relevant to my preactice area Fair

Topics were relevant to my preactice area Poor

	Excellent	Good	Fair	Poor
Topic was timely and appropriate	Topic was timely and appropriate Excellent	Topic was timely and appropriate Good	Topic was timely and appropriate Fair	Topic was timely and appropriate Poor
Time allocated to the session was appropriate	Time allocated to the session was appropriate Excellent	Time allocated to the session was appropriate Good	Time allocated to the session was appropriate Fair	Time allocated to the session was appropriate Poor
Speakers were of high quality	Speakers were of high quality Excellent	Speakers were of high quality Good	Speakers were of high quality Fair	Speakers were of high quality Poor

Excellent

Good

Fair

Poor

Topic was timely and appropriate

Topic was timely and appropriate Excellent

Topic was timely and appropriate Good

Topic was timely and appropriate Fair

Topic was timely and appropriate Poor

Time allocated to the session was appropriate

Time allocated to the session was appropriate Excellent

Time allocated to the session was appropriate Good

Time allocated to the session was appropriate Fair

Time allocated to the session was appropriate Poor

Speakers were of high quality

Speakers were of high quality Excellent

Speakers were of high quality Good

Speakers were of high quality Fair

Speakers were of high quality Poor

	Excellent	Good	Fair	Poor
Topic was timely and appropriate	Topic was timely and appropriate Excellent	Topic was timely and appropriate Good	Topic was timely and appropriate Fair	Topic was timely and appropriate Poor
Time allocated to the session was appropriate	Time allocated to the session was appropriate Excellent	Time allocated to the session was appropriate Good	Time allocated to the session was appropriate Fair	Time allocated to the session was appropriate Poor
Speakers were of high quality	Speakers were of high quality Excellent	Speakers were of high quality Good	Speakers were of high quality Fair	Speakers were of high quality Poor

Excellent

Good

Fair

Poor

Topic was timely and appropriate

Topic was timely and appropriate Excellent

Topic was timely and appropriate Good

Topic was timely and appropriate Fair

Topic was timely and appropriate Poor

Time allocated to the session was appropriate

Time allocated to the session was appropriate Excellent

Time allocated to the session was appropriate Good

Time allocated to the session was appropriate Fair

Time allocated to the session was appropriate Poor

Speakers were of high quality

Speakers were of high quality Excellent

Speakers were of high quality Good

Speakers were of high quality Fair

Speakers were of high quality Poor

	Excellent	Good	Fair	Poor
Topic was timely and appropriate	Topic was timely and appropriate Excellent	Topic was timely and appropriate Good	Topic was timely and appropriate Fair	Topic was timely and appropriate Poor
Time allocated to the session was appropriate	Time allocated to the session was appropriate Excellent	Time allocated to the session was appropriate Good	Time allocated to the session was appropriate Fair	Time allocated to the session was appropriate Poor
Speakers were of high quality	Speakers were of high quality Excellent	Speakers were of high quality Good	Speakers were of high quality Fair	Speakers were of high quality Poor

Excellent

Good

Fair

Poor

Topic was timely and appropriate

Topic was timely and appropriate Excellent

Topic was timely and appropriate Good

Topic was timely and appropriate Fair

Topic was timely and appropriate Poor

Time allocated to the session was appropriate

Time allocated to the session was appropriate Excellent

Time allocated to the session was appropriate Good

Time allocated to the session was appropriate Fair

Time allocated to the session was appropriate Poor

Speakers were of high quality

Speakers were of high quality Excellent

Speakers were of high quality Good

Speakers were of high quality Fair

Speakers were of high quality Poor

	Excellent	Good	Fair	Poor
Topic was timely and appropriate	Topic was timely and appropriate Excellent	Topic was timely and appropriate Good	Topic was timely and appropriate Fair	Topic was timely and appropriate Poor
Time allocated to the session was appropriate	Time allocated to the session was appropriate Excellent	Time allocated to the session was appropriate Good	Time allocated to the session was appropriate Fair	Time allocated to the session was appropriate Poor
Speakers were of high quality	Speakers were of high quality Excellent	Speakers were of high quality Good	Speakers were of high quality Fair	Speakers were of high quality Poor

Excellent

Good

Fair

Poor

Topic was timely and appropriate

Topic was timely and appropriate Excellent

Topic was timely and appropriate Good

Topic was timely and appropriate Fair

Topic was timely and appropriate Poor

Time allocated to the session was appropriate

Time allocated to the session was appropriate Excellent

Time allocated to the session was appropriate Good

Time allocated to the session was appropriate Fair

Time allocated to the session was appropriate Poor

Speakers were of high quality

Speakers were of high quality Excellent

Speakers were of high quality Good

Speakers were of high quality Fair

Speakers were of high quality Poor

Question Title

* 6. Rate the Speaker - Curt Crusch APS Program Consultant / Home & Community Services Aging & Long-Term Support Administration Washington State Department of Social and Health Services
Rate the Topic: Adult Protective Services: Elder Abuse

Excellent

Very Good

Good

Fair

Excellent

Very Good

Good

Fair

Comments

Question Title

* 7. Rate the Speaker - Adam Sweet, J.D., LL.M. Principal Eide Bailly LLP, National Tax Office

Topic: Tax Reform: The Current State of Affairs For Individuals & Small Businesses

	Excellent	Good	Fair	Poor
Topic was timely and appropriate	Topic was timely and appropriate Excellent	Topic was timely and appropriate Good	Topic was timely and appropriate Fair	Topic was timely and appropriate Poor
Time allocated to the session was appropriate	Time allocated to the session was appropriate Excellent	Time allocated to the session was appropriate Good	Time allocated to the session was appropriate Fair	Time allocated to the session was appropriate Poor
Speakers were of high quality	Speakers were of high quality Excellent	Speakers were of high quality Good	Speakers were of high quality Fair	Speakers were of high quality Poor

Comments

Question Title

* 8. Do you know of a speaker and/or topic that would enhance your practice area? Please email our Programs Chair, Bill Ramey at BRamey@watrust.com we strive to provide excellence programing to our members and appreciate any suggestions you may have.

Question Title

* 9. TRIVIA Question: How many SEPC Annual Seminars have been held on the Gonzaga Campus? First correct answer with A fully completed survey will receive ONE COMPLIMENTARY DINNER MEETING GUEST PASS FOR THE 2019-2020 PROGRAM YEAR.

Question Title

* 10. Location, Facility and Food Ratings

	Excellent	Good	Fair	Poor	N/A
Announcement/Notification	Announcement/Notification Excellent	Announcement/Notification Good	Announcement/Notification Fair	Announcement/Notification Poor	Announcement/Notification N/A
Location	Location Excellent	Location Good	Location Fair	Location Poor	Location N/A
Parking	Parking Excellent	Parking Good	Parking Fair	Parking Poor	Parking N/A
Registration	Registration Excellent	Registration Good	Registration Fair	Registration Poor	Registration N/A
Food	Food Excellent	Food Good	Food Fair	Food Poor	Food N/A
Comfort	Comfort Excellent	Comfort Good	Comfort Fair	Comfort Poor	Comfort N/A
Value for CE credits received	Value for CE credits received Excellent	Value for CE credits received Good	Value for CE credits received Fair	Value for CE credits received Poor	Value for CE credits received N/A

Comments

Question Title

* 11. As we close another successful program year, we would like to thank all of our members for their attendance, insight and continued support of the Spokane Estate Planning Council.
In the box below, please tell us the year you joined SEPC and why.

Member Survey 2019 Annual Seminar

1. Planning for Our Clients' Future 2019 Annual Seminar

Question Title

* 1. Please Rate the Seminar Overall for Speaker selection, topics, facility, registration, and value of CE credits.

Question Title

* 2. Rate the Speaker - Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist & Head of Individual Retirement, JPMorgan Asset Mgmt Topic: Retirement Insights Guide to Retirement 2019 Edition

Question Title

* 3. Rate the Speaker - Ashley Rose Stumbaugh, CIMA ® Vice President, Client Advisor, Institutional Advisor J.P. Morgan Asset Management
Topic: Market Insights Guide to the Markets® U.S. │2Q 2019│As of April 30, 2019

Question Title

* 4. Rate the Speaker - Jordan Rosen, CPA, MST, AEP ® Director – Estate & Trust Section Belfint Lyons Shuman.

Topic: Estate Planning for the 99% of Us (For Estates Under $11.4 Million)

Question Title

* 5. Rate the Speaker - KEYNOTE SPEAKER: Dr. Deanna Davis Author & Professional Speaker Tour de force Speakers

Topic: The Power of One

Question Title

* 6. Rate the Speaker - Curt Crusch APS Program Consultant / Home & Community Services Aging & Long-Term Support Administration Washington State Department of Social and Health Services
Rate the Topic: Adult Protective Services: Elder Abuse

Question Title

* 7. Rate the Speaker - Adam Sweet, J.D., LL.M. Principal Eide Bailly LLP, National Tax Office

Topic: Tax Reform: The Current State of Affairs For Individuals & Small Businesses

Question Title

* 8. Do you know of a speaker and/or topic that would enhance your practice area? Please email our Programs Chair, Bill Ramey at BRamey@watrust.com we strive to provide excellence programing to our members and appreciate any suggestions you may have.

Question Title

* 9. TRIVIA Question: How many SEPC Annual Seminars have been held on the Gonzaga Campus? First correct answer with A fully completed survey will receive ONE COMPLIMENTARY DINNER MEETING GUEST PASS FOR THE 2019-2020 PROGRAM YEAR.

Question Title

* 10. Location, Facility and Food Ratings

Question Title

* 11. As we close another successful program year, we would like to thank all of our members for their attendance, insight and continued support of the Spokane Estate Planning Council.
In the box below, please tell us the year you joined SEPC and why.

Question Title

* 1. Please Rate the Seminar Overall for Speaker selection, topics, facility, registration, and value of CE credits.

Question Title

* 2. Rate the Speaker - Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist & Head of Individual Retirement, JPMorgan Asset Mgmt Topic: Retirement Insights Guide to Retirement 2019 Edition

Question Title

* 3. Rate the Speaker - Ashley Rose Stumbaugh, CIMA ® Vice President, Client Advisor, Institutional Advisor J.P. Morgan Asset Management Topic: Market Insights Guide to the Markets® U.S. │2Q 2019│As of April 30, 2019

Question Title

* 4. Rate the Speaker - Jordan Rosen, CPA, MST, AEP ® Director – Estate & Trust Section Belfint Lyons Shuman. Topic: Estate Planning for the 99% of Us (For Estates Under $11.4 Million)

Question Title

* 5. Rate the Speaker - KEYNOTE SPEAKER: Dr. Deanna Davis Author & Professional Speaker Tour de force Speakers Topic: The Power of One

Question Title

* 6. Rate the Speaker - Curt Crusch APS Program Consultant / Home & Community Services Aging & Long-Term Support Administration Washington State Department of Social and Health Services Rate the Topic: Adult Protective Services: Elder Abuse

Question Title

* 7. Rate the Speaker - Adam Sweet, J.D., LL.M. Principal Eide Bailly LLP, National Tax Office Topic: Tax Reform: The Current State of Affairs For Individuals & Small Businesses

Question Title

* 8. Do you know of a speaker and/or topic that would enhance your practice area? Please email our Programs Chair, Bill Ramey at BRamey@watrust.com we strive to provide excellence programing to our members and appreciate any suggestions you may have.

Question Title

* 9. TRIVIA Question: How many SEPC Annual Seminars have been held on the Gonzaga Campus? First correct answer with A fully completed survey will receive ONE COMPLIMENTARY DINNER MEETING GUEST PASS FOR THE 2019-2020 PROGRAM YEAR.

Question Title

* 10. Location, Facility and Food Ratings

Question Title

* 11. As we close another successful program year, we would like to thank all of our members for their attendance, insight and continued support of the Spokane Estate Planning Council.In the box below, please tell us the year you joined SEPC and why.

* 3. Rate the Speaker - Ashley Rose Stumbaugh, CIMA ® Vice President, Client Advisor, Institutional Advisor J.P. Morgan Asset Management
Topic: Market Insights Guide to the Markets® U.S. │2Q 2019│As of April 30, 2019

* 4. Rate the Speaker - Jordan Rosen, CPA, MST, AEP ® Director – Estate & Trust Section Belfint Lyons Shuman.

Topic: Estate Planning for the 99% of Us (For Estates Under $11.4 Million)

* 5. Rate the Speaker - KEYNOTE SPEAKER: Dr. Deanna Davis Author & Professional Speaker Tour de force Speakers

Topic: The Power of One

* 6. Rate the Speaker - Curt Crusch APS Program Consultant / Home & Community Services Aging & Long-Term Support Administration Washington State Department of Social and Health Services
Rate the Topic: Adult Protective Services: Elder Abuse

* 7. Rate the Speaker - Adam Sweet, J.D., LL.M. Principal Eide Bailly LLP, National Tax Office

Topic: Tax Reform: The Current State of Affairs For Individuals & Small Businesses

* 11. As we close another successful program year, we would like to thank all of our members for their attendance, insight and continued support of the Spokane Estate Planning Council.
In the box below, please tell us the year you joined SEPC and why.