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?*YesNoDid you feel pressured to buy or felt you were being sold anything?*YesNoWere you able to discuss any of your concerns with the presenter?*YesNoDid you find the presenter knowledgeable when addressing your concerns?*YesNoDid the presenter answer any questions you may have had with clear and understandable explanations?*YesNoDid you feel better informed after attending the seminar workshop?*YesNoWere you able to find our office easily?*YesNoWas the presenter cordial upon greeting you?*YesNoWere the facilities satisfactory?*YesNoWould you recommend the seminar workshop to a friend?*YesNoHow did you hear about the seminar workshop?*Mentioned on Saturday morning radio show, “On the Money”From a friend who attended past seminar workshopsRead about it on our websiteOtherPlease specify how you heard about our seminar workshop:*Additional Comments?NameThis field is for validation purposes and should be left unchanged.