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Future Care Planning Series Graduation Survey

Future Care Planning Series Graduation Survey

Where are you on your Future Care Planning journey?

Now that you have completed the Future Care Planning series, we’d love to learn about the progress you’ve made on your planning journey. This quick survey helps us assess the impact of the series, measure your confidence, and understand how we can best support your family moving forward.

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What is your name?
What is your name?
What is your level of confidence in designating your Powers of Attorney?
Did you complete any of the following action items for Powers of Attorney?
What is your level of confidence in creating an ABLE Account?
Did you complete any of the following action items for ABLE Account creation?
What is your level of confidence in managing your Cash Flow statement?
Did you complete any of the following action items for Cash Flow management?
What is your level of confidence in understanding Estate Planning and Guardianship/Conservatorship options?
Did you complete any of the following action items for Estate Planning and Guardianship/Conservatorship options?
How confident do you feel about the topics in this Future Care Planning Series overall?
Would you recommend or have you recommended the Future Care Planning Series to others?
Would you like to continue building your Future Care Plan for your loved one?
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Disclosure: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Protected Tomorrows does not provide legal or tax advice. Information provided is for informational purposes only and should not be construed as legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations. Protected Tomorrows is a DBA of Simplicity Wealth. Angelman Syndrome Foundation is not an affiliated entity of Simplicity Wealth, LLC. Simplicity Wealth provides charitable support to the Angelman Syndrome Foundation. Angelman Syndrome Foundation does not endorse or recommend any investment advisory services or products. SWG XXXXXX-XXXX

Need further assistance?

Have a general question?
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For questions about portal navigation or the partnership overall, email our team at asf@protectedtomorrows.com or click below.

Do you have questions regarding the Series’ topics?

Complete the Ask An Advocate form to receive your personalized support on the four series topics from a Protected Tomorrows’ representative.

Do you need assistance beyond the Future Care Planning Series?

If you would like help with planning topics beyond what the Future Care Planning Series offers, complete the Family Intake Form, and a representative will contact you to schedule a consultation.

Angelman Syndrome Foundation is not an affiliated entity of Simplicity Wealth, LLC. Simplicity Wealth provides charitable support to the Angelman Syndrome Foundation. Angelman Syndrome Foundation does not endorse or recommend any investment advisory services or products.