Terms of Use
Last Updated: July 1, 2026
Acceptance of the Terms
These Terms of Use are entered into by and between you and Mathis Financial Corp (“Company,” “we,” “us,” or “our”). These Terms govern your access to and use of https://go.estateplan.vip/, including its registration forms, content, virtual seminar, and related services (collectively, the “Website”).
By accessing the Website, submitting your information, or registering for the virtual seminar, you acknowledge that you have read, understood, and agree to these Terms of Use and our Privacy Policy.
Purpose of the Website
The Website allows visitors to register for a complimentary virtual educational seminar about Estate Planning and related financial topics.
Registration or participation does not require you to purchase any product or service. The Company may modify, reschedule, cancel, or limit access to the seminar at its discretion.
Educational and Professional Disclaimer
All information provided through the Website and virtual seminar is intended solely for general informational and educational purposes.
Nothing on the Website or presented during the seminar should be construed as:
Legal, tax, accounting, financial, or investment advice;
An offer of legal representation;
The creation of an attorney-client, fiduciary, advisory, or other professional relationship;
A recommendation to purchase or sell a particular product or service; or
A substitute for individualized professional advice.
The seminar may be presented by a financial professional. Unless expressly stated otherwise, the presenter is not acting as your attorney and will not provide legal advice.
Registration and User Information
To register for the seminar, you may be asked to provide your full name, telephone number, and email address.
You agree to provide accurate, current, and complete information. You may not submit another person’s information without authorization or use the registration process for an unlawful, misleading, or fraudulent purpose.
Our collection and use of personal information are governed by our Privacy Policy.
Communications
By registering, you authorize the Company to contact you with information necessary to administer your registration. This may include confirmation messages, access instructions, reminders, schedule changes, and related follow-up.
Consent to receive marketing communications is not a condition of attending the complimentary seminar or purchasing any product or service.
Seminar Availability and Third-Party Platforms
The seminar may be delivered through a third-party webinar, videoconferencing, email, scheduling, or communications platform. Your use of those services may also be subject to the third party’s terms and privacy policies.
You are responsible for obtaining the device, software, and internet connection required to participate. The Company is not responsible for interruptions, delays, access issues, or technical problems caused by your equipment, internet provider, or a third-party platform.
The Company reserves the right to modify the seminar’s date, time, presenter, content, format, or availability or to cancel the seminar without liability.
Intellectual Property Rights
The Website, seminar, presentation, and all related text, graphics, logos, videos, slides, educational materials, designs, and other content are owned by or licensed to the Company and are protected by applicable intellectual property laws.
You may use these materials only for personal, noncommercial, educational purposes. Unless the Company provides prior written permission, you may not record, reproduce, distribute, republish, broadcast, sell, or commercially use the Website or seminar materials.
Prohibited Uses
You may use the Website only for lawful purposes. You agree not to:
Violate any applicable law or regulation;
Provide false, misleading, fraudulent, or unauthorized information;
Impersonate another person or misrepresent your identity;
Attempt to gain unauthorized access to the Website, seminar, systems, or data;
Introduce malicious code or interfere with the Website’s operation or security;
Collect information about other visitors or seminar participants;
Share seminar access information with unauthorized individuals; or
Disrupt the seminar or another attendee’s participation.
The Company may suspend or terminate access for conduct that violates these Terms or threatens the security, rights, or experience of the Company or other participants.
No Guarantee of Results
The Company does not promise or guarantee any particular legal, tax, financial, investment, insurance, or Estate Planning result from accessing the Website or attending the seminar.
Any examples, illustrations, case studies, or hypothetical scenarios are provided only for educational purposes and may not reflect your circumstances. Actual outcomes may vary.
Disclaimer of Warranties
To the fullest extent permitted by law, the Website, seminar, presentation, and related content are provided on an “as is” and “as available” basis, without warranties of any kind, whether express or implied.
The Company does not guarantee that the Website or seminar will be accurate, complete, current, uninterrupted, secure, error-free, or appropriate for your individual needs. Your use of the Website and participation in the seminar are at your own risk.
Limitation of Liability
To the fullest extent permitted by law, Mathis Financial Corp and its affiliates, officers, employees, agents, presenters, contractors, and service providers will not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages arising from your use of the Website, participation in the seminar, reliance on information presented, or use of a third-party platform.
Nothing in these Terms excludes or limits liability that cannot lawfully be excluded or limited.
Indemnification
To the fullest extent permitted by law, you agree to defend, indemnify, and hold harmless the Company and its affiliates, officers, employees, agents, presenters, contractors, and service providers from claims, damages, liabilities, losses, costs, or expenses arising from your violation of these Terms, unlawful conduct, or misuse of the Website or seminar.
Eligibility
The Website and seminar are intended for individuals who are at least 18 years old and legally capable of agreeing to these Terms.
By registering, you represent that you meet these requirements. We do not knowingly permit individuals under 18 to register without appropriate authorization from a parent or legal guardian.
Governing Law and Arbitration
These Terms and all matters arising from the Website or seminar are governed by the laws of the State of Florida, without regard to conflict-of-law principles.
Limitation on Time to File Claims
To the fullest extent permitted by law, any claim or cause of action arising from these Terms, the Website, or the seminar must be commenced within one (1) year after the claim arises. Otherwise, the claim is permanently barred.
Changes to These Terms
We may revise these Terms periodically. Changes become effective when posted on the Website unless a later effective date is specified.
Your continued use of the Website after updated Terms are posted constitutes acceptance of the revised Terms.
Waiver and Severability
If any provision of these Terms is found to be invalid or unenforceable, that provision will be limited or removed to the minimum extent necessary. The remaining provisions will continue in full force and effect.
A failure by the Company to enforce any provision will not constitute a waiver of that provision or any other right.
Mathis Financial Corporation
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