Investment Outlook 2021 Question Title * 1. What key points did you take away from the Investment Outlook presentation? Question Title * 2. Was our Investment Outlook a good use of your time? Yes. I learned new concepts that were relevant and helpful. Somewhat. Good review of concepts I know. No. It wasn't what I expected and was not a good use of my time. I did not attend the Investment Outlook. Question Title * 3. Would you recommend our Investment Outlook to a colleague, friend or family member? Yes No Maybe Question Title * 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 "Weekly Market Makers" blog Not at all valuable "Weekly Market Makers" blog Neutral "Weekly Market Makers" blog Valuable "Weekly Market Makers" blog Do not receive Quarterly "Market Letter" newsletter Quarterly "Market Letter" newsletter Not at all valuable Quarterly "Market Letter" newsletter Neutral Quarterly "Market Letter" newsletter Valuable Quarterly "Market Letter" newsletter Do not receive Quarterly "Investment Strategy" video Quarterly "Investment Strategy" video Not at all valuable Quarterly "Investment Strategy" video Neutral Quarterly "Investment Strategy" video Valuable Quarterly "Investment Strategy" video Do not receive Periodic emails giving our perspective on news events Periodic emails giving our perspective on news events Not at all valuable Periodic emails giving our perspective on news events Neutral Periodic emails giving our perspective on news events Valuable Periodic emails giving our perspective on news events Do not receive Annual report Annual report Not at all valuable Annual report Neutral Annual report Valuable Annual report Do not receive "Glossary of Investment Terms" booklet "Glossary of Investment Terms" booklet Not at all valuable "Glossary of Investment Terms" booklet Neutral "Glossary of Investment Terms" booklet Valuable "Glossary of Investment Terms" booklet Do not receive Question Title * 5. How would you describe your sentiment about the economy and capital markets this year? Optimistic Neutral Pessimistic Other (please specify) Question Title * 6. What other topics would you like to have covered in this presentation or at future events? Question Title * 7. Were there any logistical issues associated with the event you attended that you want to bring to our attention? Question Title * 8. Would you like us to present online in the future? Yes. I prefer online. No. I prefer attending in-person when we are able. I would prefer a blend of both online and in-person events when we are able. Question Title * 9. How do you typically process information that is relevant to your needs and goals? Please select all that apply. Scan through social media platforms for relevant content such as LinkedIn, Twitter and Facebook Seek articles and blogs from trusted sources Hear podcasts and/or watch videos or webinars from trusted sources Attend large events Participate in smaller events that allow for discussion Other (please specify) Question Title * 10. What is your gender? Female Male Prefer not to answer Prefer to self-describe Question Title * 11. Which generation describes you? Greatest or Silent Generation: born earlier than 1945 Baby Boomer Generation: born 1946-1964 Generation X: born 1965-1976 Xennials, Generation Y: born 1977-1995 iGen, Gen Z: born 1996 or later Prefer not to answer Question Title * 12. Do you have any other comments, questions, or concerns? If you would like to be contacted, please provide your phone or email. Done