Workshop Questionnaire
Which workshop would you like to attend?
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September 15 — 6:00 PM — Statesville Recreation Center — 1875 Simonton Road, Statesville, NC 28625
September 16 — 6:00 PM — Statesville Public Library — 201 N Tradd Street, Statesville, NC 28677
First Name
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Last Name
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Phone
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Email
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Preferred contact:
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Text
Phone
Email
Which best describes you?
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Approaching age 65
65+ and still working
Planning to retire within the next few years
Already retired
Already on Medicare
Approximately what is your annual household income?
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Under $50,000
$50,000–$99,999
$100,000–$149,999
$150,000–$199,999
$200,000+
Prefer not to answer
Approximately how much does your household have in retirement savings and investments?
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Under $100,000
$100,000–$249,999
$250,000–$499,999
$500,000+
Prefer not to answer
Include 401(k)s, IRAs, 403(b)s, TSPs, annuities, CDs, savings and investment accounts. Please don’t include the value of your home.
Which topics would you most like to better understand?
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Medicare choices
Medicare while I’m still working
When to claim Social Security
Creating dependable retirement income
Protecting retirement savings from market losses
What to do with my 401(k) or IRA
Taxes and RMDs
Long-term care planning
Leaving money to my family
Select all that apply.
What’s your biggest question about retirement right now?
Will your spouse or partner be attending with you?
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Yes
No
Not applicable