Download Workshop Evaluation Summary – Multiple

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The EDSA Group® RETIRING EASY
Workshop Evaluation Summary – Multiple Companies
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WORKSHOP SUMMARY
Was the workshop:
Too Advanced
1
Correct Level
86
Too Basic
13
Which sections of the workshop were the most valuable to you?
Goal/Val. Fin. Data
46
44
Cash Flow
39
Investments
63
Taxes Insurance
28
16
Estate Plan.
35
Co. Benefits Ret. Plan
8
25
Estate Plan.
17
Co. Benefits Ret. Plan
22
10
Which sections of the workshop were the least valuable to you?
Goal/Val. Fin. Data
12
16
Cash Flow
11
Investments
7
Would you recommend this program to others?
Taxes Insurance
15
33
Yes
96
No
4
What specific changes will you make in your own financial situation as a result of this workshop?
 Roth IRA conversion. Contributions to 401(k) both before and after tax allocations.
 Invest more in stock.
 Evaluate how to cut expenses.
 Reevaluate investments.
 Invest more from fixed to higher interest paying accounts.
 Investments.
 Save more, spend less.
 Increase savings – stop overspending.
 Make a more specific plan.
 Better return on investments.
 Reallocate investments in 401(k).
 Increase spouse’s 401(k).
 Become more aware of investments. Make a will.
 Definitely will make a change.
 Take advantage of Roth IRA. Perform a detail analysis. Prepare a will.
 May adjust my will.
 Financial investments more aggressive. Review my will.
 401(k) allotments.
 Stop US Savings Bonds!
 Look over monthly income and expenses, and reevaluate.
 Try to contribute more dollars.
 Prepare a will.
 Look at wills and insurance.
 Save more money.
 Asset allocation.
 Do a net worth; modify investment strategy.
 A little more risk.
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Do not know until I do workbook.
Reevaluate my investment allocation.
Get extended health care insurance.
Reevaluate my assets.
Realign investments – 60/40.
Get a will – pay off debts.
Try to be more quantitative.
Get rid of credit cards.
Reevaluate investment strategy.
More equities.
Calculate net worth. Update will.
Evaluate goals, values, etc.
Evaluate my insurance, estate planning, my company benefits and my retirement plans.
Use the workbook!
I need to evaluate my retirement needs.
Start planning better.
Adjust portfolio percentages: higher small stock mutual funds.
Take another look at my 401(k) investments and savings plans.
Make sure we’re diversified enough or money in the “right” investments.
Look at what I have presently and make changes.
Get organized and disciplined.
Rearrange my portfolio.
Minimal changes – was already aggressive before this.
Utilize the worksheets and workshop information.
I will compare my results of Chapter 9 with a financial analyst’s service of my situation.
Seek an advisor.
How would you describe this workshop to them?
 Good overview of what is required to develop a realistic retirement plan.
 Comprehensive way to figure out where you stand, where you need to be, and what to do to retire comfortably.
 Essential for retirement.
 Interesting. Necessary for retirement planning.
 It will make you aware of the need to consciously direct your investments.
 Interesting – too short.
 Good beginning in the right direction to planning retirement.
 Informative, helpful.
 Very beneficial in preparing for retirement.
 Overall view.
 Most informative – easy to understand.
 Very thorough, informative and useful.
 Basic information to consider in planning for retirement.
 A must to set your goals for retiring.
 Informative session that gives you a lot to think about in planning for retirement.
 A retirement income/expense planning guide.
 Excellent.
 Easy to follow with real life examples.
 Excellent for retirement planning, but do it at least ten years prior to retiring.
 Puts your mind working toward retirement goals.
 Helpful, thought provoking.
 Basic outline of what it is to retire and how to handle it.
 Very enlightening.
 Good preparation for the future.
The EDSA Group® Retiring Easy Workshop Evaluation Summary
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Informative. Contains information of value to them. The sooner the better.
Gives basic, necessary information.
Good introduction.
A great “eye opener”.
Quick. Comprehensive. Effective.
Step by step evaluation and plan for total financial picture, mostly aimed at retirement.
Very simple.
Very concise and beneficial.
An introduction needing follow-up.
Well organized, useful information for life.
Gives fundamentals to approach retirement.
Very educational.
Good tools to use.
Help develop retirement plan.
Informative and factual.
Good fundamental workshop if you are starting to plan for retirement.
Very valuable, particularly for those who are 5-10 years from retirement.
A necessity for proper retirement planning.
Overview of retirement strategies.
A good overview of all the important and relevant considerations when constructing a retirement plan.
Very informative and educational.
Helpful, good starting point.
Very detailed and excellent content without being difficult to understand.
Very informative. It was a good workbook with forms.
Good principles, but too basic.
What would you tell them to encourage them to attend?
 That this can be assistance to anyone in preparing for future retirement.
 Save and plan now.
 Everyone needs to be aware of this information.
 Plan ahead.
 It is in your best interest.
 You will receive a workbook to plan your retirement.
 Without careful planning, your retirement will be very bleak. Workshop can help in planning for a more
prosperous retirement.
 You cannot know your financial situation without attending.
 They must have a plan and goal and how inflation affects retirement.
 Good information in the book that they can do at their leisure.
 Essential for retirement.
 Attend as soon as possible.
 It is your life.
 It will benefit you, your spouse and your children.
 Plan early.
 Lots of good information.
 To adjust their income so they can retire at a specific age.
 It is never too early to start planning for retirement. Do not wait until it is too late.
 You may be in trouble and do not know it.
 Provides a good method of calculating retirement income and expenses.
 They need to be aware of future needs.
 You will definitely learn something valuable and money savings.
 Come at least 10 years before retiring.
 You need to be aware.
The EDSA Group® Retiring Easy Workshop Evaluation Summary
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Need to understand the evil of inflation.
Very necessary.
If you plan to retire, you need to attend.
Gives you a lot to think about.
Necessary for the future.
The earlier you grasp the concepts, the better equipped you are to be successful.
Makes one think in the correct direction.
Time passes quickly. Do not wait.
Some major points I was missing came through.
Clear, concise, and helpful.
New and useful aspects to retirement planning.
Very interesting and helpful to understanding net worth and evaluations.
You need to know.
Serious subjects to think about and not be surprised.
Valuable information to plan for future.
Educational value.
Time passes quickly.
Easily understood.
Needed for accurate retirement planning.
It has important information on effect of inflation and needs to be considered in retirement.
You need to take this.
It provides a method to estimate retirement needs financially.
Qualified instructors.
Well done and informative.
It is critical now to plan.
How to do it is to plan for retirement-possible areas of investment.
Knowledgeable presenters; professional; great workshop.
Tax advantages.
It gives ideas for your retirement.
One of the best retirement planning sessions you have ever attended.
Go – it is a learning experience.
If you ever plan to retire, attend! Be knowledgeable about your future.
Broad focus – lots of tables and worksheets.
Philosophical considerations are often overlooked.
It covers important information on the effect of inflation and this needs to be considered in retirement.
On a scale of 1-10, with 10 being extremely valuable and 1 being of little help, how would you rate the value of
this workshop to you?
1
1
2
1
3
2
4
0
5
5
6
7
7
15
8
38
9
14
10
17
Instructor Ratings (1 is poor, 5 is excellent)
Communication Skills
Knowledge of Materials
Clarity of Delivery
Visual Aids
Overall Rating
1
1
0
0
0
0
2
0
0
0
1
0
3
2
3
2
10
3
4
17
13
26
26
28
The EDSA Group® Retiring Easy Workshop Evaluation Summary
5
81
84
72
63
69
4
What specific suggestions do you have regarding how we can improve the Retiring Easy workshop?
 More time on investments.
 None – terrific program!
 More tailored to individual circumstances.
 Specific company benefits information needs to be added.
 Make it an all-day session.
 More time. Some advance information on the subjects to review first.
 2 night seminar.
 Better lighting to do calculations.
 Communicate more specifically about how one hour session will be set up. What professions can be seen for
future consultation?
 Goals and values will change between now and retirement 20 years from now.
 More time or additional workshop keying on specific topics.
 Hold more than one session to cover material.
 May want more information from company.
 More information on typical post retirement costs. (i.e., health insurance costs).
 More breaks.
 Very good as is.
 More specific – investments.
 Earlier in the day.
 Bar charts and graphs.
 Discuss company-specific pension program.
 More detail on later part of the book.
 All areas are easy to understand.
Other comments:
 Super visual aids!
 I wish I had a chance to attend 20 years ago.
 Most informative and enjoyable.
 Great session!
 Everyone should attend these seminars.
 This will be more valuable after an individual planning session.
 Wish I did this 10 years ago.
 Enjoyed the program. Thanks.
 Lots of stuff in small time.
The EDSA Group® Retiring Easy Workshop Evaluation Summary
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