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Terms & Conditions

PLEASE READ THESE TERMS OF USE CAREFULLY

By accessing or otherwise using this site, you agree to be bound contractually by these Terms of Use, legal notices, and other conditions and disclaimers.

Table of Contents

TERMS OF USE
TESTIMONIALS AND RESULTS DISCLOSURE STATEMENT
EARNINGS DISCLAIMER
DISCLAIMER: NO LEGAL REPRESENTATION
DISCLAIMER: NO RESPONSIBILITY FOR YOUR WEBSITE LEGAL COMPLIANCE
COPYRIGHT AND TRADEMARKS

TERMS OF USE

Effective Date: March 8, 2018

To review material modifications and their effective dates scroll to the bottom of the page.

  1. Parties. The parties to these Terms of Use are you, and the owner of this FamilyWealthMatters.com website business and related websites (including this one), Family Wealth Planning Institute LLC (FWPI). All references to “we”, “us”, “our”, this “website” or this “site” shall be construed to mean this website business and FWPI as described above.
  2. Use And Restrictions. Subject to these Terms of Use and our Privacy Policy, you may use the public areas of this site, but only for your own internal purposes. You agree not to access (or attempt to access) this site by any means other than through the interface we provide, unless you have been specifically allowed to do so in a separate agreement. You agree not to access (or attempt to access) this site through any automated means (including use of scripts or web crawlers), and you agree to comply with the instructions set out in any robots.txt file present on this site. You are not authorized to (i) resell, sublicense, transfer, assign, or distribute the site, its services or content; (ii) modify or make derivative works based on the site, its services or content; or (iii) “frame” or “mirror” the site, its services or content on any other server or Internet-enabled device. All rights not expressly granted in this Agreement are reserved by us and our licensors.
  3. Modification. We reserve the right to modify these Terms of Use at any time, and without prior notice, by posting an amended Terms of Use that is always accessible through the Terms of Use link on this site’s home page. you should scroll to the bottom of this section periodically to review material modifications and their effective dates. YOUR CONTINUED USE OF THIS SITE FOLLOWING OUR POSTING OF A MODIFICATION NOTICE OR NEW TERMS OF USE ON THIS SITE WILL CONSTITUTE BINDING ACCEPTANCE OF THE MODIFICATION OR NEW TERMS OF USE.
  4. Monitoring. We reserve the right, but not the obligation, to monitor your access and use of this site without notification to you. We may record or log your use in a manner as set out in our Privacy Policy that is accessible through the Privacy Policy link on this site’s home page.
  5. Separate Agreements. You may acquire products, services and/or content from this site. We reserve the right to require that you agree to separate agreements as a condition of your use and/or purchase of such products, services and/or content.
  6. Ownership. The material provided on this site is protected by law, including, but not limited to, United States copyright law and international treaties. The copyrights and other intellectual property in the content of this site is owned by us and/or others. Except for the limited rights granted herein, all other rights are reserved.
  7. Warranty Disclaimers. EXCEPT AS MAY BE PROVIDED IN ANY SEPARATE WRITTEN AGREEMENTS SIGNED BY THE PARTIES, THE SERVICES, CONTENT, AND/OR PRODUCTS ON THIS SITE ARE PROVIDED “AS-IS”, AND NEITHER WE NOR ANY OF OUR LICENSORS MAKE ANY REPRESENTATION OR WARRANTY WITH RESPECT TO SUCH PRODUCTS, SERVICES, AND/OR CONTENT. EXCEPT AS MAY BE PROVIDED IN ANY SEPARATE WRITTEN AGREEMENT SIGNED BY THE PARTIES OR SEPARATE AGREEMENT ORIGINATING FROM THIS SITE, THIS SITE AND ITS LICENSORS SPECIFICALLY DISCLAIM, TO THE FULLEST EXTENT PERMITTED BY LAW, ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, RELATING TO THIS SITE OR PRODUCTS, SERVICES AND/OR CONTENT ACQUIRED FROM THIS SITE, INCLUDING BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, COMPLETENESS, TIMELINESS, CORRECTNESS, NONINFRINGEMENT, OR FITNESS FOR ANY PARTICULAR PURPOSE. THIS SITE AND ITS LICENSORS DO NOT REPRESENT OR WARRANT THAT THIS SITE, ITS PRODUCTS, SERVICES, AND/OR CONTENT: (A) WILL BE SECURE, TIMELY, UNINTERRUPTED OR ERROR-FREE OR OPERATE IN COMBINATION WITH ANY OTHER HARDWARE, SOFTWARE, SYSTEM OR DATA, (B) WILL MEET YOUR REQUIREMENTS OR EXPECTATIONS, OR (C) WILL BE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. THIS SITE IS NOT ENGAGED IN THE PRACTICE OF LAW. NO ATTORNEY-CLIENT RELATIONSHIP IS CREATED BY OR THROUGH THE USE OF THIS SITE. ALL MATERIALS ARE PROVIDED FOR BUSINESS DEVELOPMENT AND INFORMATIONAL PURPOSES ONLY. THESE DISCLAIMERS CONSTITUTE AN ESSENTIAL PART OF THIS AGREEMENT. NO PURCHASE OR USE OF THE ITEMS OFFERED BY THIS SITE IS AUTHORIZED HEREUNDER EXCEPT UNDER THESE DISCLAIMERS. IF IMPLIED WARRANTIES MAY NOT BE DISCLAIMED UNDER APPLICABLE LAW, THEN ANY IMPLIED WARRANTIES ARE LIMITED IN DURATION TO THE PERIOD REQUIRED BY APPLICABLE LAW. SOME STATES OR JURISDICTIONS DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY MAY LAST, SO THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.
  8. Limitation of Liability. IN NO EVENT SHALL THIS SITE AND/OR ITS LICENSORS BE LIABLE TO ANYONE FOR ANY DIRECT, INDIRECT, PUNITIVE, SPECIAL, EXEMPLARY, INCIDENTAL, CONSEQUENTIAL OR OTHER DAMAGES OF ANY TYPE OR KIND (INCLUDING LOSS OF DATA, REVENUE, PROFITS, USE OR OTHER ECONOMIC ADVANTAGE) ARISING OUT OF, OR IN ANY WAY CONNECTED WITH THIS SITE, ITS PRODUCTS, SERVICES, AND/OR CONTENT, ANY INTERRUPTION, INACCURACY, ERROR OR OMISSION, REGARDLESS OF CAUSE, EVEN IF THIS SITE OR OUR LICENSORS HAVE BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
  9. Links to This Site. We grant to you a limited, revocable, and nonexclusive right to create a hyperlink to this site provided that the link does not portray us or our products or services in a false, misleading, derogatory, or offensive matter. You may not use any logo, trademark, or tradename that may be displayed on this site or other proprietary graphic image in the link without our prior written consent.
  10. Links to Third Party Websites. We do not review or control third party websites that link to or from this site, and we are not responsible for their content, and do not represent that their content is accurate or appropriate. Your use of any third party site is on your own initiative and at your own risk, and may be subject to the other sites’ terms of use and privacy policy.
  11. Participation In Promotions of Advertisers. You may enter into correspondence with or participate in promotions of advertisers promoting their products, services or content on this site. Any such correspondence or participation, including the delivery of and the payment for products, services or content, are solely between you and each such advertiser.
  12. Consumer Rights Information; California Civil Code Section 1789.3. If this site charges for services, products, content, or information, pricing information will be posted as part of the ordering process for this site. We maintain specific contact information including an e-mail address for notifications of complaints and for inquiries regarding pricing policies in accordance with California Civil Code Section 1789.3. All correspondence should be addressed to our agent for notice at the following address:

Notification of Consumer Rights Complaint or Pricing Inquiry:

Family Wealth Planning Institute LLC
Attn: Privacy Policy Officer
348 Mill Street
Reno, NV, 89501
Email: [email protected]
Telephone: 1-844-785-8532

You may contact us with complaints and inquiries regarding pricing and we will investigate those matters and respond to the inquiries.

The Complaint Assistance Unit of the Division of Consumer Services of the Department of Consumer Affairs may be contacted in writing at 1020 N. Street, #501, Sacramento, CA 95814, or by telephone at 1-916-445-1254.

  1. Arbitration. Except for actions to protect intellectual property rights and to enforce an arbitrator’s decision hereunder, all disputes, controversies, or claims arising out of or relating to this Agreement or a breach thereof shall be submitted to and finally resolved by arbitration under the rules of the American Arbitration Association (“AAA”) then in effect. There shall be one arbitrator, and such arbitrator shall be chosen by mutual agreement of the parties in accordance with AAA rules. The arbitration shall take place in Denver, Colorado, USA, and may be conducted by telephone or online. The arbitrator shall apply the laws of the State of Colorado, USA to all issues in dispute. The controversy or claim shall be arbitrated on an individual basis, and shall not be consolidated in any arbitration with any claim or controversy of any other party. The findings of the arbitrator shall be final and binding on the parties, and may be entered in any court of competent jurisdiction for enforcement. Enforcements of any award or judgment shall be governed by the United Nations Convention on the Recognition and Enforcement of Foreign Arbitral Awards. Should either party file an action contrary to this provision, the other party may recover attorney’s fees and costs up to $1000.00.
  2. Jurisdiction And Venue. The courts of Denver County in the State of Colorado, USA and the nearest U.S. District Court in the State of Colorado shall be the exclusive jurisdiction and venue for all legal proceedings that are not arbitrated under these Terms of Use.
  3. Controlling Law. This Agreement shall be construed under the laws of the State of Colorado, USA, excluding rules regarding conflicts of law. The application the United Nations Convention of Contracts for the International Sale of Goods is expressly excluded.
  4. Intended For Use Only Within The United States. This site is intended for use only from within the United States. We do not represent that this site is appropriate for use elsewhere. Access to this site from locations where its contents are illegal is not authorized.
  5. Onward Transfer of Personal Information Outside Your Country of Residence. Any personal information which we may collect on this site will be stored and processed in our servers located only in the United States. If you reside outside the United States, you consent to the transfer of personal information outside your country of residence to the United States.
  6. Severability. If any provision of these terms is declared invalid or unenforceable, such provision shall be deemed modified to the extent necessary and possible to render it valid and enforceable. In any event, the unenforceability or invalidity of any provision shall not affect any other provision of these terms, and these terms shall continue in full force and effect, and be construed and enforced, as if such provision had not been included, or had been modified as above provided, as the case may be.
  7. Force Majeure. We shall not be liable for damages for any delay or failure of delivery arising out of causes beyond our reasonable control and without our fault or negligence, including, but not limited to, Acts of God, acts of civil or military authority, fires, riots, wars, embargoes, Internet disruptions, hacker attacks, or communications failures.
  8. Privacy. Please review this site’s Privacy Policy which also governs your visit to this site. Our Privacy Policy is always accessible on our site’s home page.

>>Material Modifications<< Since March 8, 2018: none.

TESTIMONIALS AND RESULTS DISCLOSURE STATEMENT

  1. Material Connections with Endorsers. “Endorsers” are persons who provide testimonials or comments on this site. We are required to disclose “material connections” with endorsers that involve our payment of compensation or our providing free promotional materials or benefits to endorsers in connection with their testimonials or comments.

1.1 Commissions and Fees. A small percentage of the endorsers who provide testimonials or comments on this site regarding this site, its products or services may receive payment in the form of affiliate commissions, referral fees, or other fees from us, and these payments my cause these endorsers to be biased. Specifically, the “Mentors” who perform the group coaching training sessions are compensated for their services and licensed use of their intellectual property. You are cautioned to draw your own conclusions based on your own due diligence regarding whether these endorsements are biased by reason of compensation; however, to the best of our knowledge we believe these endorsements represent the honest opinions of the endorsers.

1.2 No Free Promotional Materials or Benefits. None of the endorsers who provide testimonials or comments on this site regarding this site, its products or services have received free promotional materials or benefits from us besides video footage of their own testimonials, and, in rare cases one to one coaching time. To the best of our knowledge we believe these endorsements represent the honest opinions of the endorsers.

  1. Generally Expected Results From Our Products/Services. For Testimonials we post on our site that are in the nature of “success story” or “best-case” scenario testimonials (as distinguished from subjective opinions), we have data that will substantiate the results and also provide statements of expected typical results we believe consumers will generally achieve with our product or service, and we will provide this information upon request – email [email protected]. In addition, typical (average) results for our more recent participants ARE posted and updated regularly as charts at http://lawbusinessmentors.com/results along with details of the methodology used. If you choose not to examine these results and/or request substantiation data from us, you should assume that the results achieved by these testimonialists are the exception and not the rule, and for this reason, you should not expect to achieve the same level of results, or any positive results at all.
  2. Subjective Opinion Testimonials We Post. For Testimonials we post on our site that are in the nature of subjective opinions, we do not independently verify, nor do we seek independent verification; however, to the best of our knowledge we believe the testimonialists are giving their honest opinions. If you’re not sure regarding whether a particular testimonial is a “success story”/”best-case” scenario testimonial or a subjective opinion testimonial, email our compliance officer at the email address provided above and request clarification.
  3. Material Connections Regarding Our Promotions For Others. We may promote the products or services for others, and when we do so we are acting as an “advertiser” for others. For example, when we act as an affiliate or reseller for others, we are acting as an advertiser for them. We are required to disclose “material connections” when we act as a promoter that results in our receipt of compensation or our receipt of free promotional materials or benefits for our promotions.

4.1 Commissions and Fees. Some or all of the advertisers whose products or services we promote may pay us in the form of advertising fees, affiliate commissions, referral fees, or other fees. Although you might assume that our promotions are biased by reason of compensation, we strive to give our honest opinions and evaluations.

4.2 No Promotional Materials or Benefits. None of the advertisers for which we provide testimonials or comments on this site provide us with free promotional materials or benefits.

>>Material Modifications<< Since March 8, 2018: none.

EARNINGS DISCLAIMER

  1. Although we make every effort to accurately represent the services and/or products presented on this website, we make no assurance, representation or promise regarding future earnings or income, or that you will make any specific amount of money, or any money at all, or that you will not lose money.
  2. Earnings or income statements, or examples of earnings or income, represent estimates of what you may earn; however, there is no promise or guarantee that you my experience the same level of earnings or income.
  3. There is no assurance that any prior success or past results regarding earnings or income may be an indication of your future success or results.
  4. Statements or examples of actual earnings on this website that are attributed to a specified individual or business are true and correct, and we will verify them upon request and also provide statements of expected typical results (email [email protected]); however, these statements or examples should not be viewed as promises or guarantees of earnings or income. Earnings and income potential are affected by a number of factors over which we have no control, including but not limited to your financial condition, talent, skills, level of effort, motivation, past experience and education, your competition, and changes within the market.
  5. Operating a business, including on the Internet, involves unknown risks. You should make decisions based on information provided through services and/or products presented on this website with the understanding that an Internet business may not be suitable for you, and that you could experience significant losses or fail to generate any earnings or income at all.
  6. You should undertake your own due diligence regarding your evaluation of any services and/or products presented on this website, and this includes relying on qualified professional advisors to assist you with your evaluation.
  7. For the foregoing reasons, you agree that we are not responsible for any decision you may make regarding any information presented on this website or any of the services and/or products presented on this website.

>>Material Modifications<< Since March 8, 2018: none.

DISCLAIMER: NO LEGAL REPRESENTATION

THIS SITE IS NOT ENGAGED IN THE PRACTICE OF LAW. NO ATTORNEY-CLIENT RELATIONSHIP IS CREATED BY OR THROUGH THE USE OF THIS SITE. ALL MATERIALS ARE PROVIDED FOR LAW BUSINESS DEVELOPMENT AND INFORMATIONAL PURPOSES ONLY.

This site is not intended to create an attorney-client relationship, and no attorney-client relationship will be created or legal advice given through your use of this site, its services and content. No special relationship or privilege exists between you and this site. You will be representing yourself in any legal matter you undertake as a result of your use of this site, its services and content. This and its related sites provide articles, resources, newsletters, and content for training, marketing, business development, client engagement and retention, and other informational purposes only. In the process of providing this information, this site is engaged in the publication of information regarding business issues commonly encountered in the legal profession. This site is not a substitute for the advice of an attorney on legal matters. This site does not review any of your answers to questions for sufficiency, provide legal advice, or analyze applicable law and apply it to your specific requirements. Accordingly, if you need legal advice for a specific issue, or if your specific matter is too complex to be addressed by our automated software tool, you are advised to seek the advice of an attorney.

>>Material Modifications<< Since March 8, 2018: none.

DISCLAIMER: NO RESPONSIBILITY FOR YOUR WEBSITE LEGAL COMPLIANCE

You agree to assume sole responsibility for your own website legal compliance. Your responsibility is to employ an attorney to represent you to in connection with legal compliance for your website and to manage your exposure to legal liability. Should you request or rely on our services for website creation or maintenance, we will work with your attorney to incorporate your advertising claims, legal notices, disclaimers, and agreements into your website, but we are not responsible for, and will not provide you with website advertising claims, legal notices, disclaimers, or agreements (except for samples or examples to illustrate the types of claims that may be needed), or any advice in the nature of legal advice regarding your website.

>>Material Modifications<< Since March 8, 2018: none.

COPYRIGHT AND TRADEMARKS

Copyright 2018 Family Wealth Planning Institute LLC. All rights reserved worldwide.

FAMILY BUSINESS LAWYER and YOUR TRUSTED ADVISOR FOR LIFE are unregistered marks and PERSONAL FAMILY LAWYER, LAW BUSINESS REVOLUTION, KIDS PROTECTION PLAN, CREATIVE BUSINESS LAWYER, and PERSONAL FAMILY LAWYER are registered marks of Family Wealth Planning Institute LLC and used under license by It’s All Happening LLC dba New Law Business Model dba Law Business Mentors dba Personal Family Lawyer – all other trademarks are the property of their respective owners.

Notice: The documents on this web page are Copyright © Chip Cooper of the law firm of Jones & Haley, P.C., and licensed for use by the owner of this website under distribution rights granted to FTCGuardian.com. All rights reserved worldwide. No part of this document may be copied, reprinted, reproduced, or transmitted in any form or by any means without the prior written permission of the copyright owner.