Wisdom Forum 2022: Post-Forum Survey
Thank you for attending Wisdom Forum 2022. Our goal every year is to bring new concepts, thoughts, and resources to you. We hope the event provided newfound value and insight.

We would appreciate your honest feedback so we can keep improving activities and content. Please fill out this quick survey and let us know your thoughts. 

To your success,


Your Optivise Team 
How much overall value did you derive from the event? *
Not very much
Very much
In terms of access and convenience, do you feel the Nashville/ Franklin area was a good choice for hosting Wisdom Forum 2022?  *
Not at all!
Completely agree!
 How would you rate the venue (Drury Plaza Franklin)?
 *
Poor
Great
Any additional comments on the venue  (Drury Plaza Franklin)?
Which criteria do you feel is important when choosing a host city for our annual Wisdom Forum? Please provide your top three. *
In regards to registering for the event, was it apparent you needed to book your hotel room AND register for the conference? *
Required
If you answered "No" above, what would you suggest to provide more clarity?
 *
Please rate the speaking sessions based on how relevant you found them. *
Not relevant
Relevant
Very relevant
Did not attend
State of the Firm/ Fulfilling Promises - Michael Wallin, Optivise
Leveraging Tax Planning as a Marketing System- Allen Hargis, Optivise
Planning with RIA Annuities- Ioana Sullivan, Jackson National Life
Why You, Now?- Steve Luckenbach, Jackson National Life (Americana Taphouse)
Creating Your Own PR Package- Jason Wyatt, NADU (Interactive Workshop @ Americana Taphouse)
A Sea of Change in Regulatory Accountability- Jason Moore, Optivise
The Wizarding World of Elements- Bob Pujia, Fusion Capital
Seeing with 2020 Vision into Your Practice- Jim DeCesare, The CRM
Tax Foundations, Tax Efficient Portfolios - Margo DeLashmutt, BlackRock
Using a Structured Umbrella in Rainy Markets- Luke Poggi, Cboe Vest ( Perry's Steakhouse)
What Does It Mean To Be Tactical?- Steve Rumsey, Optimus
401(k) Advice Made Easy - Kevin Clark, Plan Confidence
A New Horizon with Timothy ETFs- David Moore, Timothy Funds
The Retirement Lifestyle Center (RLC) Concept- Michael Wallin, Optivise
The Universe of Investments is Your Oyster- Optivise Investment Committee, Cory Colquette/ Kyle Davis
Introducing "OptiVault," Your New Optivise Resource Center- Scott Magoon, Optivise
New Models: Built for a Flight to Safety- Mike Puck, ZEGA
Embracing Your Asset Allocation in 2023- James Yahoudy/ David Wagner, Aptus
Trust Planning for High Net Worth Clients- Chris Bogren, Jackson National Life
What are the top three subjects you would like to see covered at Wisdom Forum 2023? *
What are the top three areas within your business, that you would like to improve the most? *
What is the single biggest obstacle that, if overcome, would have the largest positive impact on your business growth? *
How much did this event support Optivise fulfilling promises made to you? *
Not at all
Exceeded Expectations
What did you think about the length of the conference? *
Any final thoughts about the event?
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