2024 Annual Conference Form First Name Last Name Comments or Questions Please rate the following with a number from 1 (lowest) to 5 (highest): Overall Value of Conference 1 2 3 4 5 Ignoring the Noise: The Value of Your AdvisorChris Tidmore, Vanguard 1 2 3 4 5 Financial Markets in October 2024Leonard Golub, Jaycee Smalley 1 2 3 4 5 Naming your Beneficiaries: Do's and Don'tsKevin Horner, Tonya Knauth 1 2 3 4 5 What's New at New CapitalLeonard Golub, Jaycee Smalley, Catherine Bahr, Casey Moss 1 2 3 4 5 I am interested in the following NEW CAPITAL SERVICESPlease check all that apply. RETIREMENT SERVICES Pontera - NCM management of your employment retirement accounts Guideline 401(k) - 401k plan provider for small business owners Strata Trust - self-directed IRAs for alternative and private investments Medicare BackOffice - medicare & marketplace plan consulting RightCapital - financial planning ESTATE SERVICES Professional Referrals - estate attorneys Trust & Will - online estate documents generation Fidelity Charitable - endowment plans Fidelity Personal Trust Company - trustee & agent services RightCapital - estate projections RISK MANAGEMENT SERVICES DPL Insurance Solutions - insurance and annuity policy analysis, agency management, and underwriting Henley & Partners - international residence and citizenship by investment Vontobel - international account custody GENERATIONAL SERVICES NextGen - NCM advisory for the next generation of your family Eldercare Planning - financial planning for aging individuals Education Planning - financial planning for secondary and college expenses ADMINISTRATIVE SERVICES Cybersecurity & Technology Assistance - support and solutions to protect digital systems, networks, and data Personal Organization & Digitizing - convert documents into digital formats and organize in NCM360 TECHNOLOGY NCM360 - our comprehensive, secure, and collaborative client data management system COMMUNICATIONS New Capital Journal - monthly newsletter-style articles Quarterly Market Webinars - regular market updates and conditions Money Mindfulness Meditations - guided relaxation focused on financial well-being MARKETING Testimonials & Google Reviews - recommend NCM to others Referrals - refer contacts to New Capital who might benefit from our services NCM is considering switching from Zoom to Google Meet for video conferencing because we are using Google’s Workspace software suite. How would you feel about this? I actually like Google Meet better than Zoom I’m okay with either one A little concerned Please don’t switch Are there any NextGen members of your family that you would like us to reach out to? (Please provide name(s) and phone/email) Is there anyone you would like us to contact who might benefit from our services? (Please provide name(s) and phone/email) Thank you!
