Issues and Opportunities
in Personal Financial Planning
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WELCOME!

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BONUS QUESTION: Are you getting paid what you're worth?
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PERSONAL FINANCIAL PLANNING QUESTIONS

Over the next 20 years, what's a good "rule of thumb" to use when projecting an annual rate of return (pre-tax) on retirement savings? (Please check only one.)
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When making plans, how long should today's Baby Boomers plan to be in retirement?
(Please check only one.)
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Thinking about the Baby Boom generation, in which areas do you think they may be most lacking in their retirement planning?
(Please check all that apply.)
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During the next 12 months, which of these services will you, or your firm or company, be providing?
(Please check all that apply.)
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What's the most challenging aspect of partnering with an outside financial services provider?
(Please check all that apply.)
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Over the next 3 to 5 years, do you think CPAs will become more or less involved in personal financial planning services?
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With pensions and Social Security likely to be underfunded by the time many people reach retirement age, how would you advise people to protect themselves financially?
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PLEASE TELL US SOMETHING ABOUT YOURSELF...

In what type of business do you work?
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How many people work in your office or location?
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Which best describes your position?
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OPTIONAL: Can we quote you? Thanks!
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