What are your Resolutions for the New year? Let’s make 2021 a great year! Your Name * First Name Last Name Spouse/Partner's Name First Name Last Name Email * Phone * (###) ### #### Which of the following topics would you like to learn more about? Check all that apply Retirement Planning Investment Portfolio Diversification Budgeting Giving back to charity Estate Planning Legacy Planning Social Security Income College Planning Long-Term Care Insurance What other topics are you interested in? In the near future, do you have plans for any of the following? Wedding planning (self or family member) Buying (or selling) a home or other major purchase Upcoming trip/vacation Having a child or adoption Adopting a pet Changing careers Are there any other significant lifestyle changes that you would like to share? What major concerns do you have for 2021? My current retirement strategy Income for retirement Saving for college Taxes Real Estate market Job security Market volatility Additional concerns? What are your financial goals for the upcoming year? Creating a budget/ managing debt Developing a retirement strategy Educating my children on important financial topics Finalizing my Estate Plan Contributing more to my retirement plans Donating more to charity Please share any additional thoughts or comments: What is the best way to contact you? * Phone Email Thank you for sharing! 2020-113319 Exp 12/22
