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2015
March
C
Client evaluation survey
Client evaluation survey
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I am:
<
span style="font-size: 18px;">
A current client
Here to learn more about the financial planning process
Other
My advisor is:
Roger Kasch
Leonard Levitch
Patrick McAleer
Scott Hurt
Kelly Mahan
Prefer not to say
I attend Kasch, Levitch, McAleer & Associates client event:
As often as possible
Only when the topic is interesting
Infrequently
Never
I would feel comfortable bringing a friend to meet my advisor at:
An educational event
A social event
A private dinner
Not applicable
Other
The last event I attended was the:
Client Social at Hardywood Feb 2015
Movie NIght at the Bowtie Cinema Dec 2014
The Inaugural Men's Event at Hardywood Nov 2014
The JDRF Walk to Cure Diabetes Sept 2014
The Social Security Luncheon at Maggiano's Sept 2014
Ladies Luncheon at The Jefferson May 2014
Annual Shred Day April 2014
Tax Seminar at the Salisbury Country Club March 2014
Other
I would rate that event:
Venue
Speaker
Food
Overall
I would love to attend an event focusing on:
Additional Comments
Our next event will be a luncheon on March 20th at The Boathouse at Rockett's Landing. To register to attend, please visit the Events Tab on our
website
.
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