Tell Us More About You
1.

First & Last Name

 

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2.

Email Address

 

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3.

Phone Number

 

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4.

In your free time, what activities or passions would you mostly be participating in? Please provide 5 activities - e.g. cooking, golfing, wine tasting, fishing, painting, etc.

 

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5.

Regarding your professional life, what activities or interests would you most likely pursue? Please provide 5 activities - e.g. business seminars, lunch & learns, networking events, etc.

 

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6.

Regarding your personal financial life, what topics would you be most interested in learning more about? Examples include trust & estate planning, tax-free investment options, investment portfolio strategies, etc. 

 

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7.

Are you a member of a board, organization or charity? If so, please provide details. 

 

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