Prentice Wealth Management Advisory Board 2017

1. Were you able to attend the advisory board kickoff luncheon on September 6th? *

2. How many times should the board meet per year? *

*Other

3. What time of day would you prefer to meet? *

4. An appropriate term of service on the PWM Advisory Board would be: *

5. Should members have an option to serve a second term consecutively? *

6. To be an effective platform for sharing ideas, the board should have: *

7. I feel the best composition of the board would be: *

8. Are you aware of the pending Department of Labor Fiduciary Rule regulation? *

* For more information visit TD Ameritrade's DOL Fiduciary Rule FAQ at: http://bit.ly/2xy81Wg

Yes, I fully understand the details of this pending regulation.
Yes, I am aware of regulation but would like to learn how this will affect my accounts/relationship at PWM.
No, I am not familiar with this rule.

9. Which of the following additional services would you be most interested in? (Please select your top 3.) *

Everplans online document storage and legacy planning tool.
Adding a tax preparation professional to PWM staff.
Access to a PWM online document storage vault.
RiskPro virtual online portfolio.
Cybersecurity services from PWM such as ID Watchdog, LifeLock, Identity Force, Identity Guard.

*For more information on these options, please visit their websites at:

10. Are you aware of other services PWM should consider?

11. Would you like to provide any feedback on the first meeting?

First Name *

Last Name *

Email