Welcome to theSummit 2020 SurveyPlease complete the survey below. First Name* Last Name* Email Address* Please rate your overall virtual experience.*ExcellentAverageDid you find the overall South Coast Summit 2023 informative and useful?*ExcellentAverageDid you find the panel on The Stimulus Hangover informative and useful?*ExcellentAverageDid you find the panel on South Coast Smart Strategies informative and useful?*ExcellentAverageDid you find the panel on Advanced Tax Planning informative and useful?*ExcellentAverageWhat 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. Griffin Capital Development Partners Fund II Apollo Diversified Credit Fund iCapital Private Equity iCapital Hedge Funds Other Is there someone you would like to send the replay of South Coast Summit 2023? Yes No add email address Would you like to schedule a meeting? Yes No Date MM slash DD slash YYYY Time : AM PM AM/PM
