DR. PAMELA JOLLY...LEGACY WEALTH INITIATIVE COHORT PARTICIPANT INQUIRY QUESTIONNAIRE

First Name

Last Name

Phone Number

Phone

Email Address

Current Role/Title:

Organization (if applicable):

Zip Code of Residence

Did you attend the Legacy Wealth Initiative cohort session?

Yes

If so, what drove you to attend the Legacy Wealth Initiative Cohort session at the Rebuilding the Village Conference?

On a scale of 1-5, how important is building legacy wealth to you and your family?

What are the primary obstacles you face in creating and preserving multi-generational wealth?

What specific aspects of legacy wealth-building are you most interested in exploring through this cohort?

How interested would you be at participate in an upcoming cohort to further help you to apply the insights and strategies gained from this session to your personal legacy wealth-building journey?

Send me a copy of my responses

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