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 goal is to provide you with actionable 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.

Because the Courses are provided in a group setting and are educational in nature, they will not be specifically tailored to any attendee’s specific financial situation. Though Canter Wealth is a registered investment adviser, it can only provide specifically tailored investment and financial planning advice to you after we are able to obtain a full understanding your financial life and have been retained pursuant to a separate agreement.

Therefore, we thought it best to make it clear that we shall not have any responsibility with respect to, or accept the legal status of investment adviser or financial planner for, any of your assets or accounts in connection with the Courses. If you are interested in receiving specifically tailored investment and financial planning advice, we would be happy to speak with you further at your convenience and provide you a copy of our agreement.

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.