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Terms of Use

Last updated October 19, 2026

These terms govern event-registration services operated by Financial Planning Education (operated by Lead Quiver LLC). Registering reserves a place subject to availability; it does not create an advisory relationship or require you to purchase a product or service.

Event changes and cancellations

Hosts may change a venue, date, speaker, or program, or cancel an event. Please use the reservation-management link in your confirmation email if your plans change so the seat can be offered to another guest.

Text-message terms

If you separately opt in, Financial Planning Education (operated by Lead Quiver LLC) may send event and follow-up text messages: registration confirmations, event reminders, reservation-related messages (such as a seat opening up or a change to the event), and, after the event, a follow-up message such as an invitation to schedule a complimentary consultation. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help. Consent is not a condition of registration. Carriers are not liable for delayed or undelivered messages. See our Privacy Policy.

Educational content

Event content is general and educational. It is not individualized investment, tax, or legal advice. Any financial professional presenting the event is responsible for their own disclosures, licensing, and regulatory obligations.

Contact

Questions may be sent to privacy@leadquiver.com or (810) 360-8066.

Questions about an event? Email privacy@leadquiver.com or call (810) 360-8066.