The Rochester Group at UBS: Pre-Program Evaluation

The Monroe County Medical Society, in conjunction with The Rochester Group at UBS Financial Services Inc., in our ongoing efforts to add value to our membership, is offering complimentary retirement education services to our members. Simply complete the survey below to get started!

UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

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* 1. What is your current age?

25-39

40-49

50-59

60+

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* 2. How many years have you been in practice?

1-10 years

11-20 years

21-30 years

31+ years

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* 3. Do you work with a Financial Advisor you trust and rely on?

Yes

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* 4. Is there a specific financial topic/area you would like additional information on?

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* 5. How frequently do you update your Retirement Plan?

Annually

Every 1-3 years

Every 3-5 years

N/A or I don't have a plan

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* 6. How frequently do you review/update your overall asset allocation?

Quarterly

Annually

Infrequently

Rarely

N/A or I don't review/update my overall allocation

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* 7. Do you have an estate plan?

Yes

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* 8. Current investable assets amount?

$0 - $500,000

$500,001 - $2,000,000

$2,000,001 - $5,000,000

Above $5,000,001

Prefer not to disclose

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* 9. Are you comfortable with a Financial Advisor from the Rochester Group at UBS following up with you to discuss their retirement planning and wealth management services in greater detail? If so, please leave your contact information below.