Schedule A Meeting With Rodney Ownby, CFP®, AIF®, CPA SEMINAR WORKSHOP FOLLOW-UP Per FINRA Rule 2210, Communications with the Public, SEC and state regulators, the following questionnaire will be used as follow-up to all seminar workshops presented by Registered Representatives and/or Investment Advisory Representatives. Name* First Last Age*Email* Did you understand the topic being discussed?* Yes No Did you feel pressured to buy or felt you were being sold anything?* Yes No Were you able to discuss any of your concerns with the presenter?* Yes No Did you find the presenter knowledgeable when addressing your concerns?* Yes No Did the presenter answer any questions you may have had with clear and understandable explanations?* Yes No Did you feel better informed after attending the seminar workshop?* Yes No Were you able to find our office easily?* Yes No Was the presenter cordial upon greeting you?* Yes No Were the facilities satisfactory?* Yes No Would you recommend the seminar workshop to a friend?* Yes No How did you hear about the seminar workshop?* Mentioned on Saturday morning radio show, “On the Money” From a friend who attended past seminar workshops Read about it on our website Other Please specify how you heard about our seminar workshop:*Additional Comments?PhoneThis field is for validation purposes and should be left unchanged. Δ
