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UDOLLI - Financial Sucess In Retirement Survey

We hope you enjoyed the spring 2021 session of Financial Success in Retirement through UDOLLI. We are always working to improve the course and would appreciate any feedback you are willing to provide.

Session One - Framework for Retirement Planning

Effective
Somewhat Effective
Needs Work

Session One Comments

Session Two - Managing Investments in Retirement

Effective
Somewhat Effective
Needs Work

Session Two Comments

Session Three - Social Security Planning

Effective
Somewhat Effective
Needs Work

Session Three Comments

Session Four - Medicare (with Andy Stamas) & Long Term Care

Effective
Somewhat Effective
Needs Work

Session Four Comments

Session Five - Preparing Your Estate (with Kim Estes)

Effective
Somewhat Effective
Needs Work

Session Five Comments

Session Six - Bringing it All Together

Effective
Somewhat Effective
Needs Work

Session Six Comments

How Effective was the course material?

Effective
Somewhat Effective
Needs Work

Course Material Comments

Would you recommend this course to a Friend?

Yes
No
Maybe

What do you wish we spent more time Covering?

What were your favorite topics covered in the course?

Any other suggestions or feedback you would like to provide.

Would you be interested in a complimentary review and portfolio risk assessment with a Birchcreek Advisor?

Yes
Not at this time

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Birchcreek Wealth Management, LLC is a registered investment advisor.

937-567-0646 | Info@BirchcreekWealth.com | 2955 Exchange Place Blvd, Miami Twp, OH 45342

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.