Summit 2020 Survey

First Name*

Last Name*

Email Address*

Please rate your overall virtual experience.*

Did you find the Economic Overview informative and useful?*

Did you find the panel on Portfolio Architecture informative and useful?*

Did you find the panel on Real Estate informative and useful?*

What was the best idea you heard today?

Were there any other topics you would have liked us to include?

Please let us know if there are any specific areas you would like a follow up.

I would like a Riskalyze analysis to see if my investments are aligned with how I feel about risk.
I would like South Coast to review my accounts and identify any opportunities or risks.
I would like a review of my overall financial plan including any of the following: retirement planning, tax planning, insurance planning, estate planning.
I am considering or in the process of selling a piece of rental real estate and would like information on a tax deferred 1031 exchange.
I have capital gains that I would like to reduce, defer, and eliminate through a Qualified Opportunity Zone.

Please let us know if there are any specific strategies or investment opportunities you would like more information on.

Would you or a friend or family member like to listen to a replay of South Coast Summit 2020?

Would you like to schedule a meeting?

Date

Time

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Please complete the survey below.