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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
Pre-Seminar Survey
Name
Primary Phone Alternate Phone
E-mail Address(es)
Best way to reach me: □ Email □ Phone
How did you hear this event?
What brings you here today (On scale of 1 to 5, 1 being less important and 5 being most important)
___ Better understanding of estate planning and what it encompasses.
___ Learning about tax reduction strategies.
___ Learning ways to protect my money from predators, creditors, lawsuits, or future spouses if I pass away.
___ Protect my children’s inheritance so they could not lose it to third parties.
___ Learning ways to preserve my dreams and memories for my family.
___ How to include philanthropic planning to non-profit, charities, etc… as part of my estate planning
What I would like to gain from attending this event:

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OLLI-CSUF Pre-seminar Survey

  • 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 Pre-Seminar Survey Name Primary Phone Alternate Phone E-mail Address(es) Best way to reach me: □ Email □ Phone How did you hear this event? What brings you here today (On scale of 1 to 5, 1 being less important and 5 being most important) ___ Better understanding of estate planning and what it encompasses. ___ Learning about tax reduction strategies. ___ Learning ways to protect my money from predators, creditors, lawsuits, or future spouses if I pass away. ___ Protect my children’s inheritance so they could not lose it to third parties. ___ Learning ways to preserve my dreams and memories for my family. ___ How to include philanthropic planning to non-profit, charities, etc… as part of my estate planning What I would like to gain from attending this event: