NAPA Net - Polling Places 061920

Who Taught You(r) Life Lessons?

We learn much from our parents – and while the lessons aren’t always explicit, and not always attended, this week, we’d like to know which life lessons you learned from whom?

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* 1. Who taught you most about finance?

Mom

Dad

Both Mom and Dad

Someone else

Any comments on that?

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* 2. Who taught you most about relationships?

Mom

Dad

Both Mom and Dad

Someone else

Any comments on that?

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* 3. Who taught you most about work?

Mom

Dad

Both Mom and Dad

Someone else

Any comments on that?

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* 4. Who taught you most about life?

Mom

Dad

Both Mom and Dad

Someone else

Any comments on that?

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* 5. Were those life lessons PRIMARILY...

Explicit/by word(s)

Implicit/by example

Both implicit and explicit

Must have been genetic

Comments on when and how?

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* 6. Your gender

Male

Female

Prefer not to answer

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* 7. If you are a parent (or aspire to be one), what lesson(s) have you/do you hope you will impart to your children?

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* 8. OK, last question; how're you doing (check all that apply today)?

I'm good.

I'm great.

I'm hanging in there.

There are good days & not-so-good days.

What day IS it, anyway?

I'm as good as can be expected.

want to expand on that?

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* 9. Other comments on life, life lessons, the source(s) of life lessons, the lessons not learned, the lessons taught that shouldn't be learned, those that should be, but weren't until later, those who teach those life lessons (by word, deed, or both), the legacy of life lessons, or life in general?

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* 10. What is your role working with retirement plans?

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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* 11. What size plans do you PRIMARILY work with?

Under $10 million in assets

$10-$20 million

$20-$50 million

$50-100 million

$100 million - $250 million

$250 million - $500 million

Above $500 million

Other (please specify)

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* 12. Suggestions for future survey questions? Seriously - what would you like to know about/from your fellow NAPA-Net readers? Or what would you like to be asked?

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* 13. All responses are confidential, of course - but just in case you would like a response - or want me to know you responded - or just want to say hi - here's your chance to do so (don't forget your email)!