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* 1. What key points did you take away from the Investment Outlook presentation?

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* 2. Was our Investment Outlook a good use of your time?

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* 3. Would you recommend our Investment Outlook to a colleague, friend or family member?

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* 4. Our firm provides communications updates outside of Investment Outlook and the wealth management discussion. Please rate how valuable the following are to you.

  Not at all valuable Neutral Valuable Do not receive
"Weekly Market Makers" blog
Quarterly "Market Letter" newsletter
Quarterly "Investment Strategy" video
Periodic emails giving our perspective on news events
Annual report
"Glossary of Investment Terms" booklet

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* 5. How would you describe your sentiment about the economy and capital markets this year?

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* 6. What other topics would you like to have covered in this presentation or at future events?

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* 7. Were there any logistical issues associated with the event you attended that you want to bring to our attention?

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* 8. Would you like us to present online in the future?

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* 9. How do you typically process information that is relevant to your needs and goals? Please select all that apply.

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* 10. What is your gender?

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* 11. Which generation describes you?

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* 12. Do you have any other comments, questions, or concerns? If you would like to be contacted, please provide your phone or email.

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