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Email*

1.What is your age demographic?*

Under 25

25-40

40-60

Over 60

2.What is your marital/kids status*

Single

Married

Single, with kid(s)

Married, with kid(s)

3.What is your net worth?*

Less than $0

$0 - $100,000

$100,000 - $1,000,000

$1,000,001 - $10,000,000

$10,000,001 or higher

4.How would you describe yourself?*

Investor

Employee

Executive/VP

Founder/Owner

5.Which of these best describes your investing experience/knowledge?*

No experience at all

Some experience

Intermediate

Advanced

6.Where do you need to improve the most?*

Relationship with money

How to invest, where to actually start

Enhancing my current investing strategy

How to talk about money with kids

How to ensure financial security for my family