Educational Course Acknowledgement

Canter Strategic Wealth Management LLC (“Canter Wealth”) is excited for you to be a part of our Educational Courses (the “Courses”). Our mission as a firm is to help educate the public on how to prudently approach retirement planning. This course aims to provide you with general education regarding the personal finance topics listed below:

  • Investing for Retirement
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Asset Protection

The one-time fixed fee for attendance at the above Courses is $49, payable via credit card or check upon enrollment.

Canter Wealth is a registered investment adviser. However, the Courses are provided in a group setting and are educational in nature. Canter Wealth can only provide specifically tailored investment and financial planning advice to clients after we have been retained pursuant to a separate agreement and have a full understanding of your financial life. Therefore, we are not responsible for, nor do we accept the legal status of investment adviser or financial planner, for any of your assets or accounts in connection with the Courses.

You should also understand that there are risks inherent in every investment and financial planning strategy. Some investments may result in profits and other investments in losses. Past performance does not guarantee future returns, and we do not and cannot guarantee any performance whatsoever based upon the strategies we may discuss during the Courses. Investment and financial planning strategies discussed by us during the Courses are subject to various market, currency, economic, political and business risks, and investment and financial planning decisions will not always be profitable. This presentation should not be used as a basis for legal, accounting and/or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security.

If you are interested in receiving individually tailored investment and financial planning advice, we would be happy to speak with you further at your convenience about becoming a client and provide you with a copy of our agreement.

We look forward to seeing you in class!