Quarterly Webinar Survey
1.
Which of the following topics would you be interested in learning more about in a 1-hour webinar? (select all that apply)
Market Commentary
Political and Economic Issues
Retirement Income Planning
Estate Planning
Tax Management
Real Estate
Philanthropy or Socially Responsible (ESG) Investing
Other (please specify)
2.
Which day of the week would be most convenient for you to attend a 1-hour webinar?
Monday
Tuesday
Wednesday
Thursday
Friday
Weekends
None of the above
3.
What time of day works best for your schedule?
Morning (PST)
Afternoon (PST)
Evening (PST)