1. Introduction 1.1 The Perfect Portfolio Mastermind Course ("Course") is an educational and business consultancy program designed to teach participants investment strategies, tax avoidance techniques, and business profitability principles. 1.2 This Agreement outlines the terms and conditions under which the Participant will engage in the Course.
2. Course Description 2.1 The Course includes eight (8) live online class sessions (Overview class, Orientation, plus 6 classes on additional finance & tax avoidance-related subjects) led by Mark Quann, a best-selling author on taxes and finance, access to pre-recorded versions of the course, one-on-one mentorship and consulting with a Perfect Portfolio consultant/instructor, and additional sessions with special guest speakers, introductions to investment advisors, tax specialists, hedge fund managers, and other relevant professionals. 2.2 Participants will receive educational materials, quizzes, mentorship opportunities, and free enrollment in all future Perfect Portfolio Live and Mastermind classes, access to a community of like-minded individuals via the Kajabi portal (or other similar educational portal). 2.3 Attendance Options: While live attendance is encouraged to engage directly with the instructors and guest speakers, the Participant is not required to attend the live sessions. Pre-recorded versions of all the classes are available for those who prefer to view the content at their own pace. 2.4 The Course also includes business consulting services related to investment strategies, tax planning, and wealth management.
3. Educational Program 3.1 The Course is provided for educational purposes only. The content, materials, and services offered during the Course are intended to provide information and strategies to enhance the Participant's understanding of investment, tax planning, and wealth management. 3.2 While the Course itself does not provide specific tax or investment advice, the Participant will be introduced to professionals such as Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), investment advisors, tax attorneys, and other relevant experts. These professionals understand the Perfect Portfolio strategies, including the "Buy, Borrow, Die" strategy, and can provide tailored advice based on the Participant’s unique circumstances.
4. Business Consulting Services and Guarantee 4.1 Any business consulting services provided during the Course are intended for guidance and general informational purposes only. 4.2 Three-Year Money-Back Guarantee: The Provider is so confident in the value of the Course that it offers a No-Questions-Asked Money-Back Guarantee. If, for any reason, the Participant is not fully satisfied with the Course within three years of completing it, they may request a full refund of the Course tuition, no questions asked.
4.3 This guarantee is offered because we are certain that the value provided through the Course will be significant enough that the Participant will find it immensely beneficial. We stand behind the quality of the content, support, and opportunities provided in this program.
5. Disclaimer 5.1 The Provider makes no warranties, express or implied, regarding the accuracy, completeness, or reliability of the information provided during the Course. 5.2 The Participant acknowledges that investing involves risk, and the Provider shall not be held liable for any financial loss, legal liability, or adverse tax consequences resulting from the use or misuse of the information provided during the Course. 5.3 The Course content is based on strategies and practices used by professionals, but results can vary widely depending on individual circumstances, market conditions, and other factors.
6. Confidentiality 6.1 The Participant agrees to keep all proprietary information, course materials, and business consulting insights confidential and not to disclose them to any third parties without the Provider's express written consent.
7. Payment and Refund Policy 7.1 The Participant agrees to pay the fees associated with the Course as outlined in Section 8. 7.2 Due to the nature of the Course and the limited number of seats available, all payments are non-refundable once the Course has begun, except as specified in Section 4.2 (Money-Back Guarantee).
8. Course Fee and Payment Options 8.1 Payment can be made via credit card/debit card through Kajabi by scanning the QR code below, or via bank wire or ACH. To pay via bank wire or ACH, please email [email protected] to make arrangements.
9. Non-Disclosure of Client Information 9.1 The Provider agrees that all information provided by the Participant, including but not limited to financial, personal, and business details, shall remain strictly confidential. 9.2 The Provider shall not disclose any of the Participant's information to third parties without the express written consent of the Participant, except as may be required by law or as necessary to fulfill the terms of this Agreement (such as for consulting purposes with professionals like CPAs, CFPs, or investment advisors, only with the Participant’s prior consent). 9.3 This obligation of confidentiality will survive the termination of this Agreement and will remain in effect indefinitely.
10. Governing Law 8.1 This Agreement shall be governed by and construed in accordance with the laws of the State of Tennessee. Any disputes arising from this Agreement shall be subject to the exclusive jurisdiction of the courts of Tennessee.
11. Entire Agreement 9.1 This Agreement constitutes the entire agreement between the Provider and the Participant concerning the subject matter hereof and supersedes all prior agreements, representations, and understandings.
12. Acceptance 10.1 By checking the box above, the Participant acknowledges that they have read, understood, and agreed to the terms and conditions outlined in this Agreement.