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EVENT FEEDBACK & FOLLOW-UP

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welcoming events for women.

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TELL US ABOUT YOUR EXPERIENCE

What was most helpful or meaningful to you tonight?

What topics would you like us to include at future Wine, Women & Wealth events?

Would you like to receive invitations to future Wine, Women & Wealth events?

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Would you invite a friend to a future event?

Yes

WHAT WOULD YOU LIKE TO LEARN MORE ABOUT?

Optional — check any topics you would like more information about. Checking a box simply gives us permission to follow up with you.

Tax-free retirement strategies and tax diversification

Living benefits and understanding what my life insurance policy provides

Life insurance and protecting my family or income

Protecting retirement savings from market losses

Participating in market growth while limiting downside risk

College and education savings strategies

Retirement planning for self-employed individuals or business owners

Determining how much I may need for retirement

Creating reliable income in retirement

Legacy and estate planning considerations

Financial strategies for children or grandchildren

Hosting a financial education workshop or Lunch & Learn for my group or business

I am curious about career opportunities with Five Rings Financial.

WOULD A PRIVATE CONVERSATION BE HELPFUL?

I would like to schedule a complimentary one-on-one conversation to review my questions, goals, or financial concerns.

Yes

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Thank you for being part of Wine, Women & Wealth.

There is no obligation to request additional information or a private conversation.

Hear From Other RE / Mortgage Agents

EVENT FEEDBACK & FOLLOW-UP

TELL US ABOUT YOUR EXPERIENCE

WHAT WOULD YOU LIKE TO LEARN MORE ABOUT?

WOULD A PRIVATE CONVERSATION BE HELPFUL?

Thank you for being part of Wine, Women & Wealth.

Hear From Other RE / Mortgage Agents

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