seminar registration

Fill Out A
Pre-consultation Form

Please answer a few questions to schedule your free consultation.

1792 Woodstock Road Building 100
Roswell, Georgia 30075

770-641-7771

In order for Albertson Financial to give you the most useful information during your Seminar/Workshop, it is helpful for us to know some general information concerning you and your retirement needs.

I am interested in attending a FREE informational meeting about my retirement plans:

The date of the workshop/seminar that works best for you:

With reference to the amount of your investment, would you estimate that you have:
less than $150K in your investment portfolio,
or more than $150K in your investment portfolio?

What is the approximate percent of your portfolio that is in retirement accounts?

What are your greatest concerns about your retirement? 
Growth
Preservation
Income
Beginning to save 

Do you have a will?
 Yes
No

Do you have a trust?
Yes
No

Do you have a Durable Power of Attorney?
Yes
No

Do you have a healthcare power of attorney?
Yes
No

Do you have a living will?
Yes
No

Have you planned for the possibility of a long-term illness?
Yes
No


How did you hear about us?

640 WGST
Radio Program
Radio Commercial
920 WGKA
Radio Program
Radio Commercial
Online Streaming Commercial
Fox News
Google
Referral
Please let us know who referred you so we can thank them!
Other
Please explain:

 

Full Name*

Address

Phone*

Email

*required field

submit