Disclosures

The Real Estate Financial Coach course, Real Estate For Generations, and You Unlimited coaching programs are for educational purposes only. None of the information provided in these courses is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments, including real estate. Your use of the information is at your sole risk. All information or ideas provided should be discussed in detail with an advisor, tax professional or legal counsel prior to implementation.

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Participation in any educational or coaching programs is independent from any relationship with Real Life Planning, LLC.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Real Life Planning’s current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.