Rick Telberg | CPA Trendlines Personal Financial Planning: Issues and Opportunities

1	WELCOME! Sign up here for your FREE executive preview of the survey results and related reports. Name:: Email::

2	How CONCERNED are you about the current financial and economic outlook? Very Concerned Somewhat Concerned Not Very Concerned Not at All Concerend

3	SOUND-OFF :: DEAR MR. PRESIDENT... What's your best advice for how the next President should try to fix the financial system and the economy?

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Thinking about investors today, in which areas do you think they may be most lacking in their financial planning? (Please check all that apply.) Under-funded retirement accounts (IRAs, 401Ks, etc.) Unreasonably high expectations for investments' rate of return At this rate, they'll be working longer than they expect They're not properly insured Portfolio not properly invested or balanced Failure to consider all advisable choices Failure to follow through on plans Failure to heed professional advice Other, please specify

5	Over the next 3 to 5 years, do you think CPAs will become more or less involved in personal financial planning services? Much More Somewhat More No Change Somewhat Less Much Less

6	WHY did you give that answer?

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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.) Wealth management Retirement planning Savings and Investments (in general) Specific advice on Stocks/Bonds/CDs/Mutual Funds/REITs/etc. Life settlements 1031 exchanges/Other real estate issues Tax/Estate/Trust planning Mortgages/Home Equity Loans Business succession planning College savings Insurance (personal, not business) Health savings accounts None of the above Other, please specify

8	Considering the current state of the financial markets and economy, what's YOUR BEST ADVICE for individuals today?

9	PLEASE TELL US SOMETHING ABOUT YOURSELF... In what type of business do you work? Public accounting Business or Industry Government Not-for-profit Education Vendor/Service-Provider to the Profession Other, Please Specify

10	How many people work in your office or location? Sole practitioner 2 to 10 11 to 50 51 to 100 101 to 500 More than 500

11	Which best describes your position? Managing Partner/CEO/COO/Sole Prop. Senior Executive/Partner/CFO/Controller Senior Staff/General Management Mid-Level Staff/Internal Audit Junior Staff/Support Other, Please Specify

12	OPTIONAL: Can we quote you? Thanks! Name:: Email::