SEMINAR
OFFERING
CONTENT
EVALUATION
Course:
0638 - Unveiling
the Retirement Myth
DATE:
Tuesday, June 07, 2005
FACILITY:
Radisson Hotel
CITY:
Calgary
LEADER 1:
Jim Otar
RETURNS:
11
PARTICIPANTS:
15
RATE:
73.
%
DEPTH:
Is the seminar material of sufficient
depth/breadth to impart new information to you?
Too Broad:
0
Just Right:
11
Not Enough:
0
EXPECTATIONS:
Did the seminar, as advertised, meet your
expectations?
Too Broad:
0
Just Right:
11
Not Enough:
0
USEFUL REFERENCE:
Will the material be a useful reference source for
you?
Yes:
9
No:
0
Somewhat:
1
VALUE:
Was this seminar of practical value to you?
Yes:
9
No:
0
Somewhat:
1
RECOMMEND:
Would you recommend this seminar to others?
Strongly:
6
Recommend:
4
No:
0
APPEAL
*
Excellent.
*
A very good practical, no nonsense approach to retirement planning.
*
Interesting in concept and with the ability to download the
spreadsheet and can test it out.
*
Ability to access the retirement planning program, appreciated copy
of book. Good notes.
*
It was a great course, I think that others could benefit from this.
It was put in language I could
understand and the examples were helpful.
IMPROVE
*
Slides in handout were not always in same order as presentation.
Wednesday, June 29, 2005
Page 1 of 1
LEADER
EVALUATION
Jim Otar
On a scale of 1 to 5, where
1 = needs improvement and 5 = excellent
PRESENTATION:
4.45
KNOWLEDGE:
5.00
FACILITATION:
4.60
OVERALL
4.65
EXAMPLES:
4.55
ATTEND OTHERS:
Yes
11
No
0