THE FPA OF LONG ISLAND

March 19, 2008

Crest Hollow Country Club, Woodbury, New York

“The Changing Nature of Personal Risk”

SUMMARY EVALUATION FORM

70 ATTENDEES – 33 RESPONSES

Circle the number that corresponds with your opinion:

1-Excellent 2-Very Good 3-Good 4-Fair 5-Poor

1. My overall rating for this meeting is: 1 2 3 4 5

10 14 8 1 0

2. Specific ideas that I can use were presented: 1 2 3 4 5

12 4 16 1 0

3. The speaker was knowledgeable and 1 2 3 4 5

well prepared: 19 10 2 2 0

4. The education level was good for me: 1 2 3 4 5

10 10 10 2 0

Novice ___3__ Intermediate __13___ Advanced ___11___

5. My time was well spent: 1 2 3 4 5

10 11 10 2 0

6. I liked the location selected: 1 2 3 4 5

16 11 5 0 0
 EVALUATIONS FROM 3/19/08 --- SUMMARY OF COMMENTS

7. My favorite part of this meeting was:

• Round Tables
• Risk Management – very interesting & knowledgeable.
• Talking with other financial planners and learning about PP&E

8. Comments and suggestions:

• Slow moving
• Too much general info – would like to hear more details. Sounded like a Chubb
advertisement.
• Too much Chubb advertising.
• A bit long for one topic.
• Would like another CE session on this important topic – even more in depth.

9. Ideas for future program meetings, topics and/or speakers members would
like to hear:
• Long term care contracts. What are key coverage’s?
• Passive investment, Dan Wheeler CDFA. William Bernstein. Advisor coaches –
Nick Murray, John Bower (CEG Worldwide)