Terms & Conditions

1. Use of Our Services

You may use our Services for educational and informational purposes only. Our retirement planning workshops and resources are designed to help you better understand financial concepts and prepare for retirement.

You agree NOT to:

• Misuse or interfere with our website

• Submit false, misleading, or incomplete information

• Attempt to access restricted areas without authorization

• Copy, resell, or distribute our content without permission

• Use our content for any illegal or unauthorized purpose

We reserve the right to refuse service to anyone who violates these Terms.

2. Workshop Registration & Attendance

By registering for a workshop:

• You confirm that the information you provide is accurate.

• You agree to receive emails and SMS reminders related to your registration.

• You acknowledge that seats may be limited and workshops may be rescheduled.

• You consent to follow the rules and guidelines provided at the workshop venue.

We reserve the right to reschedule, postpone, or cancel workshops as needed. If a workshop is canceled or changed, we will notify you using the contact information you provided.

3. Communications: Email, SMS, Reminders, and Educational Content

By providing your contact information, you agree to receive:

• Workshop reminders

• Post-workshop educational content

• SMS/text messages

• Marketing communications about retirement planning

Message frequency varies.
Standard message and data rates may apply.

You may opt out at any time by:

• Replying STOP to SMS messages

• Clicking “unsubscribe” in emails

• Contacting us directly

Opting out may limit your ability to receive workshop reminders or educational content.

4. Educational Content—Not Financial Advice

Information provided through our workshops, website, emails, SMS messages, videos, assessments, or reports is for educational purposes only.

We do not provide:

• Personalized financial advice

• Tax advice

• Legal advice

You should consult with a licensed financial advisor, tax professional, or attorney before making decisions based on our content. Your use of our educational materials is at your own discretion and risk.

5. Assessments, Reports & Tools

Our assessments, quizzes, and personalized reports are designed to help you understand retirement concepts and identify potential planning gaps. They are:

• For informational and educational purposes only

• Not a guarantee of financial performance

• Not a substitute for professional advice

By using these tools, you agree that results may vary based on the information you provide.

6. Your Account & Submitted Information

When you submit information to us:

• You confirm it is accurate and belongs to you

• You grant us permission to use it to deliver our Services

• You agree not to impersonate another individual or submit fraudulent information

We reserve the right to deny or terminate access if false information is provided.

7. Intellectual Property Rights

All content provided by The Wealth Solutions Group—including videos, scripts, PDFs, workshop materials, graphics, logos, assessments, and website content—is the property of The Wealth Solutions Group or our licensed partners.

You agree NOT to:

• Copy

• Reproduce

• Distribute

• Modify

• Sell or resell

• Create derivative works

…without written permission from us.

8. Third-Party Services & Links

Our website may include links to third-party websites, tools, or services. We are not responsible for:

• Their content

• Their privacy policies

• Their actions or omissions

You access third-party services at your own risk.

9. Disclaimer of Warranties

Our Services are provided “as is” and “as available” without warranties of any kind. We do not guarantee that:

• Workshop content will meet your expectations

• Website features will be uninterrupted or error-free

• Educational content will be accurate or complete

• Tools, calculators, or reports will be error-free

Your use of our Services is at your sole risk.

10. Limitation of Liability

To the fullest extent permitted by law, The Wealth Solutions Group is not liable for:

• Any indirect, incidental, or consequential damages

• Loss of data

• Loss of profits

• Financial losses

• Decisions made based on our educational content

Our total liability, if any, is limited to the amount paid (if any) for attending a workshop or purchasing services.

11. Indemnification

You agree to indemnify and hold harmless The Wealth Solutions Group, its employees, instructors, affiliates, and partners from any claims, liabilities, damages, or expenses arising from:

• Your use of our Services

• Your violation of these Terms

• Your misuse of educational materials or tools

12. Changes to These Terms

We may update these Terms at any time. Updated versions will be posted on this page with a revised “Last Updated” date.

Your continued use of our website or participation in our workshops indicates acceptance of the updated Terms.

13. Governing Law

These Terms are governed by the laws of the state of North Carolina, without regard to its conflict of law principles.

Any disputes must be resolved in a court located in North Carolina.

14. Contact Us

For questions about these Terms & Conditions, please contact:

The Wealth Solutions Group
📧 [email protected]
📞 800-971-0001
🌐 www.thewealthsolutionsgroup.com