STRATEGY SESSION TERMS

By purchasing and participating in a Strategy Session with the Estate Management Network, you agree to these terms.

Purpose of the Session

Strategy Sessions provide an opportunity to discuss professional challenges and operational issues in private household and estate management. Information shared during the session reflects professional experience and perspective; it is not legal, financial, tax, or other licensed professional advice.

You remain responsible for any decisions or actions you take following the session. The Estate Management Network and the professional conducting the session make no guarantees regarding results or outcomes and, to the fullest extent permitted by law, are not responsible for losses, damages, or claims resulting from your use of information discussed or provided during the session. Liability, if any, will not exceed the amount paid for the session.

Confidentiality

Both parties agree to keep information shared during the session confidential. The Estate Management Network will protect information you share about yourself, your employer, household, staff, or other private matters.

You agree to protect confidential information shared by the Estate Management Network or the professional conducting the session, including information, resources, documents, materials, methods, and other content provided in connection with the session.

Confidentiality does not apply when disclosure is required by law or when the information is already publicly available.

Notes

The Estate Management Network may use a note-taking app for the purpose of preparing your follow-up notes. The notes will remain confidential and will not be published or distributed. Notes will be retained for 30 days and then deleted.

Payment and Refunds

Payment is required before scheduling. All purchases are final and non-refundable. Multi-session packages may not be transferred without agreement by the Strategy Coach.

Sessions cancelled or rescheduled with less than 24 hours’ notice may be forfeited. If the Estate Management Network must cancel a session, it will be rescheduled at no additional charge.

Materials

Any resources or materials provided with the session are for your individual professional use. They may not be reproduced, published, sold, distributed, or shared without permission from the Estate Management Network.

General Terms

These terms constitute the agreement between the participant and the Estate Management Network for Strategy Session services. They are governed by the laws of Florida. By completing your purchase, you confirm that you have read and accepted these terms.