OLLI-CSUF Estate Planning Seminar Confidential Evaluation and presenter contact information

1. Dung Vu and Brett Laddusaw, CFP©, ChFC©, CLU© are Registered Representative of and offers securities through MML Investors
Services, LLC. Member SIPC (sipc.org). Supervisory Address: 4275 Executive Square, Ste. 400, La Jolla, CA 92037; (858) 558-7000. Dung
Vu is licensed to conduct insurance in CA/AZ and securities business in CA. CA License # 0E24274. Brett Laddusaw, CFP©, ChFC©,
CLU© is licensed to conduct insurance and securities business in CA. CA License # 0I91370. Signature Resources is not a subsidiary or
affiliate of MML Investors Services, LLC. or its affiliated companies.
1303 Avocado Avenue, Suite 230, Newport Beach, CA 92660 • www.meierfirm.com • 949.718.0420
CONFIDENTIAL EVALUATION FORM
Name Birth Date
Spouse/Partner Name Birth Date
Address
City State Zip
Primary Phone Alternate Phone
E-mail Address(es)
Best way to reach me: □ Email □ Phone How did you hear this event?
MY ESTATE PLANNING NEEDS AND FINANCIAL CONCERNS (check all that apply)
□ I need to update the beneficiaries on my accounts (life insurance, IRA, ROTH, 401K, etc.)
□ I am concerned I do not have enough life insurance.
□ I am interested in tax reduction strategies.
□ I am concern about the rising cost of long-term care.
□ I am concern about outliving my retirement savings.
□ I want to review my retirement and investment portfolio.
□ I want to include philanthropic planning (non-profit, charities, etc…) as part of my estate plan.
□ I want to plan for my child(ren)/grand child(ren)’s college.
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□ I need to prevent temporary foster care and a judge choosing guardians for my minor child.
□ I need to prevent probate.
□ I want to protect my children’s inheritance so they could not lose it to third parties.
□ I need a medical directives and Power of Attorney.
□ I need to preserve my dreams and memories for my family.
□ I would not want my money to be lost to predators, creditors, lawsuits, or future spouses if I pass away.
□ I need to have my existing estate plan reviewed.
□ I need planning for my business (Buy/Sell Agreements, Succession Planning, Key Employee, etc...)
□ My other concerns: ____________________________________________________________________________
MY NEXT STEP
□ I want to schedule a free 90 minute Financial Planning Review with a Financial Advisor to privately discuss my
situation.
□ I want to schedule a free 90 minute planning session with Meier Law Firm to privately discuss my planning.
□ I want to be notified of upcoming financial seminars/workshops.
□ I want to receive your fun, free, informative e-newsletter with special offers and event information from Meier Law
Firm.

2. Dung Vu and Brett Laddusaw, CFP©, ChFC©, CLU© are Registered Representative of and offers securities through MML Investors
Services, LLC. Member SIPC (sipc.org). Supervisory Address: 4275 Executive Square, Ste. 400, La Jolla, CA 92037; (858) 558-7000. Dung
Vu is licensed to conduct insurance in CA/AZ and securities business in CA. CA License # 0E24274. Brett Laddusaw, CFP©, ChFC©,
CLU© is licensed to conduct insurance and securities business in CA. CA License # 0I91370. Signature Resources is not a subsidiary or
affiliate of MML Investors Services, LLC. or its affiliated companies.
1303 Avocado Avenue, Suite 230, Newport Beach, CA 92660 • www.meierfirm.com • 949.718.0420
MY THOUGHTS ABOUT THIS EVENT □ Check here if you do NOT want us to use your first name.
I RECOMMEND THIS WORKSHOP FOR THESE OTHER INDIVIDUALS/FAMILIES: (Name, Best Contact
Info, Relationship)