Retirement Webinar Survey

Let us know how we can improve

Full Name *

Email *

Phone *

Please rate the following areas based on your webinar experience. (1 being poor, 5 being excellent)

How prepared and knowledgeable was the presenter?

1
2
3
4
5
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How well was the content organized?

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2
3
4
5
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Now that you have attended the webinar, what are 2-3 things that you plan to go and do?

How can we improve the webinar?

What other topics would you like to see presented?

Are you interested in scheduling part 2 of the webinar?

Yes

What is the best time of day to call?

Morning: 8am to 12pm

Afternoon: 12pm to 4pm

Evening: 4pm to 6pm

What is your current number of years of service?

Estimated Retirement Date

If you do not have a specific retirement date, in how many years/months would you like to retire?

Questions/concerns you would like to address when we meet:

Topics of Concern (Please click all that apply.)

Pension

Survivor Benefits

Thrift Savings Plan

Long Term Care

Social Security

Life Insurance

Health Benefits

Other

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