Workshop Disclosures

To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories. We cover topics that apply to US residents only. (Our business and financial planners are all based in the US, and the laws and regulations differ substantially from country to country.)

Information may be obtained from third-party sources, which we believe to be reliable but are not guaranteed for accuracy or completeness.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment, or tax advice. 

The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person. 

Investing entails risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time. 

By attending an Ellevest workshop you acknowledge that the session may be recorded and distributed for future use.

Ellevest fees and additional information can be found at Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Plan Terms and Conditions Agreement will continue to apply.