Results of 2005 Estate Planning Practice Strategies Survey
About a month ago, I suggested that you may wish to participate in the 2005 Estate Planning Practice Strategies survey.
The results of this survey are now available. The following is extracted from an e-mail I received from Ms. Jennifer Campbell, VP/CEO of Integrity Marketing Solutions.
[P]lease visit our website to download the [results]: http://www.mycoachnet.com/main.htm
If you visit the site, you will be asked to register. There is no charge to download the survey, but the shopping cart default will ask for your credit card information. YOU DO NOT NEED TO ENTER ANY INFORMATION THERE — JUST SKIP THOSE FIELDS. It is not necessary to complete the “transaction.” When you click to submit, the program will generate a dynamic page where you can download the survey report.
Also — we will presenting a report of our findings on Friday morning, Oct. 28 a the Southern California Tax & Estate Planning Forum. For more information about the forum, visit their website at http://www.clenet.com
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