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Old 11-02-2018, 03:20 PM   #1
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In the trash

I just received the mail today and an envelop from the "Wealth Enhancement Group" with a request to fill out their "2018 National Study On Retirement Planning". The survey has my name and address printed on the survey form. After they ask for my marital status, age, and employment there are 8 questions that include wanting to know how much I have currently saved for retirement.


Now why in the world would I want to give them that information?



It sounds too much like a scam. Has anyone else received a survey request from Bruce Helmer the co-founder and host of the radio program "Your Money" (copied from the cover letter)? I never heard of this person.


Cheers!
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Old 11-02-2018, 03:26 PM   #2
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Bruce is an FA in MN with a radio show. I consider all FA's as scammers until proven wrong.
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Old 11-02-2018, 03:26 PM   #3
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No, but we get invitations to a free dinner at a nice restaurant so they can tell us how to make them rich with our money. :-))
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Old 11-02-2018, 03:28 PM   #4
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No, but we get invitations to a free dinner at a nice restaurant so they can tell us how to make them rich with our money. :-))
I must be in the wrong social group. We only get invites to so-so restaurants.
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Old 11-02-2018, 03:28 PM   #5
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Hopefully you removed your name and any other personal information from the mailer before tossing it into trash.
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Old 11-02-2018, 03:43 PM   #6
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I must be in the wrong social group. We only get invites to so-so restaurants.
We get invitations to so-so restaurants too, like Don's, but lately also to Ruth's Chris. Since we normally eat at much cheaper places than either of these, maybe this indicates that we are becoming upwardly mobile...
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Old 11-02-2018, 04:35 PM   #7
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Who is Bruce?
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Old 11-02-2018, 04:51 PM   #8
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Who is Don?
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Old 11-02-2018, 04:55 PM   #9
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Well, I know who Ruth is
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Old 11-02-2018, 05:00 PM   #10
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Who is Don?
Some guy who runs a restaurant.
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Old 11-02-2018, 06:20 PM   #11
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I consider all FA's as scammers until proven wrong.
I'm assuming that happens rarely, if ever.
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Old 11-02-2018, 06:22 PM   #12
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No, but we get invitations to a free dinner at a nice restaurant so they can tell us how to make them rich with our money. :-))


This reminds me of my thread on this subject. I was getting tempted because they were sending me invitations for a "no obligation" dinner at Ruths Chris. The responses were both entertaining and sufficient to prevent me from attending.
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Old 11-02-2018, 07:09 PM   #13
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We get invitations to so-so restaurants too, like Don's, but lately also to Ruth's Chris. Since we normally eat at much cheaper places than either of these, maybe this indicates that we are becoming upwardly mobile...
No, you are becoming more valuable because you are annuity prospects.
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Old 11-02-2018, 08:30 PM   #14
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I must be in the wrong social group. We only get invites to so-so restaurants.
I must really be in the wrong social group because I don't get invites at all.
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Old 11-02-2018, 08:33 PM   #15
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I must really be in the wrong social group because I don't get invites at all.
... or you have simply out-lived all your friends ( good work if you have )
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