SURVEY FORM

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Overall, how satisfied were you with the '' class?

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What were your main reasons for your interest?

Want to have a comfortable retirement

Need to cover monthly bills

Worried about outliving current assets

Concerned about the stock market

Want to lower income taxes

Want to protect current savings

Need a financial professional

Want to leave an inheritance

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What are the major retirement challenges you will face in the next 5 years?

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How likely are you to meet with us for a follow-up strategy session?

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Disclosure

The presentation is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The real life case scenarios presented should not be deemed a representation of past or guarantee future results. To the extent that this information concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. No products will be sold at the event and there is no obligation to make a follow-up appointment.

This event is neither sponsored nor endorsed by the Online - GoToWebinar.

Contact Us

Retire On Purpose Financial Services Inc.

9431 Haven Ave, Suite 217, Rancho Cucamonga, Ca, 91730, United States of America

(909) 330-1400

info@retireonpurpose.com