Wealth Building and Well-Being Survey

Let Bonnie know what is most important to you.

Complete this short Wealth and Well-Being Survey and receive a free wealth building gift.- The MACD Trading Method Made Simple
Name *

First NameLast Name
E-mail *
What info is most important to you*
What do you want to learn? You can choose more than one*

InvestingSavingBudgetingMindsetHealth and Well BeingAll of the AboveOther
If you chose other in the above question, what additional topics are you interested in?*
What kind of investments do you have? Check all that apply.*

SavingsCD'sStocksMutual fundsBondsRetirement PlanExchange Traded Funds (ETFs)NAOther
How do you currently manage your money?*
How do you invest your money*
How comfortable are you with investing?*
If you do invest, what do you use to buy and sell?*
Is there anything else you want to add?
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Let Bonnie know what is most important to you.