Please complete this brief evaluation to help PSEA to ensure that Kades-Margolis is delivering the benefits you deserve. Your InformationYour name*Local Association*Email PhoneMeeting/Appointment FeedbackMy Kades-Margolis financial advisor explained the available Tax Sheltered Accounts (TSA) programs endorsed by PSEA.*YesNoHe/She explained each of the plans in detail, including program flexibility, fees and expenses.*YesNoHe/She explained the risks inherent in investing in mutual funds/variable annuities.*YesNoHe/She explained the proper role of a TSA and IRA with consideration of my present and future financial objectives, including a review of my social security and PSERS retirement benefits.*YesNoI enrolled in a specific product based on my personal goals and our discussion.*YesNoThe financial advisor’s presentation (was) or (was not) high pressure.*YesNoOther QuestionsIf you are currently enrolled in a 403(b)/457 or IRA, did the Kades-Margolis Financial Advisor compare it to the endorsed programs?YesNoThe Kades-Margolis Financial Advisor explained the expense, if any, of transferring money from my present TSA or IRA plan to an endorsed Kades-Margolis program.YesNoI specifically requested information regarding [optional]:Comments [optional]:CAPTCHA
