Retirement Deep Dive | March 5th
Thank you for being in the room last night.

If you left feeling overwhelmed that's not a sign you're behind. That's a sign the information matters.

This time, we're slowing it down. No rushing through slides. No information overload. We're going to cover retirement accounts step by step the WHAT, the WHY, and the HOW so you leave with a plan, not just information.

Thursday, March 5th
6:00-8:00 p.m.
201 N. Douglas DVC Rm 3203

The session is FREE but your spot is not guaranteed. Reserve yours below.
Sign in to Google to save your progress. Learn more
Email *
Your Information
We'll use this to send you session details and any resources.
First Name *
Last Name *
Help Me Teach to Your Needs
Your answers below will shape the session content. The more you share, the more targeted and useful the teaching will be.
Did you attend the retirement workshop last night? *
How familiar are you with retirement accounts right now? *
Complete beginner
Very confident
Your #1 Question or Topic
This is the most important part of the form. I review every response before the session to make sure your question gets answered.
What is the ONE question or topic you most want covered on March 5th? *
Examples: "What's the difference between a Traditional and Roth IRA?" | "How do I know if I'm leaving employer match money on the table?" | "How does retirement savings affect my child's financial aid?"
Any other questions, concerns, or topics you'd like addressed? (optional)
Where Are You Right Now?
This helps me meet you where you are not where I assume you are.
Which of the following applies to you? (Check all that apply) *
Required
One Last Thing
How did you hear about this session?
Clear selection
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. - Terms of Service - Privacy Policy

Does this form look suspicious? Report

Google Forms