By paying for this cohort educational program, participant acknowledges the following agreement related to Investably conducted educational programs, workshops, or seminars:

Client engages Investably LLC (“Investably”) Workshop and/or Seminar Services.

Investably LLC holds seminars and workshops to educate the public on different types of investments and the different services they offer. The seminars are educational in nature and no specific investment or tax advice is given. However, the workshops may include guided financial planning, general investing and tax concepts such as impact of using retirement versus non-retirement accounts. May include 1-on-1 individual consultations which may include specific investment or financial planning advice based on 1-on-1 client discussion and analysis. Workshops can include product education such as how what are different types of instruments and how are they used.

Fees for these workshops will vary based on the venue and the size of the audience. The fee for attendance to these workshops are no higher than $20,000 per attendee. Fees are paid via a third-party platform at the time of registration.

Client acknowledges that Investably or its representatives may provide Client with various insurance and securities products upon which a commission may be paid to Investably or its representatives, and such commissions are separate and apart from the fees charged under this Agreement. A conflict exists because of the relationship. This conflict is mitigated by disclosures, procedures, and the firm’s Fiduciary obligation. The Client is under no obligation to act upon the Investably’ recommendations. If the Client elects to act on any of the recommendations, the Client is under no obligation to effect the transaction through Investably.

Investably agrees that all information concerning the financial affairs of Client shall be treated as confidential and shall not be disclosed to third parties without prior authorization of Client, except as required by law. No assignment of this Agreement by Investably shall be effective without the prior written consent of Client.

Participants agrees to be contacted by Investably LLC for educational program, company information, or marketing purposes.

Form ADV Disclosures: Form ADV Disclosures

Privacy Policy Disclosures: Privacy Policy Disclosures

Client acknowledges receipt of the Privacy Policy and Form ADV Part 2A & 2B of Investably. If Form ADV Part 2A & 2B was not delivered to the Client at least 48 hours prior to the Client entering into any written advisory contract with Investably, then the Client has the right to terminate the contract without penalty within five (5) business days after entering into the contract. For the purposes of this provision, a contract is considered entered into when all parties to the contract have signed the contract, otherwise signified their acceptance, any other provisions of this contract notwithstanding.

Services rendered will be considered complete upon conclusion of the meeting.