Effective Date: June 20, 2022
Last Updated: July 22, 2026

These Website Terms of Service (“Terms”) govern your access to and use of unitedlegacyus.com, including any page, form, event registration page, feature, content, or online service that links to these Terms collectively, the “Website.”

The Website is operated by United Legacy LLC (“United Legacy,” “we,” “us,” or “our”).

By accessing or using the Website, you agree to these Terms. If you do not agree to these Terms, do not access or use the Website.

1. Informational Purpose

The Website is primarily provided for general company, branding, educational, event, and informational purposes.

Website content may include general information regarding United Legacy, its business, personnel, events, programs, resources, services, or offerings.

Content is provided as of the date it is published and may be changed, updated, corrected, or removed without notice.

2. No Investment, Legal, Tax, Accounting, or Financial Advice

Nothing on the Website constitutes or should be interpreted as:

• Investment advice
• Financial-planning advice
• Legal advice
• Tax advice
• Accounting advice
• A personalized recommendation
• A recommendation to purchase, sell, or hold any security or investment
• A representation that any investment, strategy, transaction, product, service, or opportunity is suitable for any person

Website content is general in nature and does not take into account your individual financial condition, objectives, risk tolerance, tax situation, legal circumstances, or other needs.

You should consult appropriately qualified legal, tax, accounting, investment, or financial professionals before making a decision based on information discussed through the Website or at a United Legacy event.

United Legacy does not undertake to determine whether any information, strategy, event topic, security, service, or opportunity is appropriate for you.

3. No Offer or Solicitation

Unless expressly stated in authorized offering materials, nothing on the Website constitutes:

• An offer to sell a security
• A solicitation of an offer to purchase a security
• An offer to enter into an investment transaction
• A recommendation or endorsement of an investment
• A guarantee that any person will be eligible to participate in an offering

Any offer or solicitation relating to a security may be made only through applicable definitive offering documents and only to persons who satisfy applicable legal, regulatory, and eligibility requirements.

Website summaries, event descriptions, presentations, advertisements, educational materials, and marketing content are not substitutes for reviewing applicable offering documents in their entirety.

If Website content conflicts with definitive legal, subscription, or offering documents, the definitive documents control.

4. Investment Risks and Forward-Looking Information

Investments involve risk, including the possible loss of principal. Past performance does not guarantee future results.

The Website may contain statements concerning expectations, projections, estimates, plans, objectives, anticipated performance, market conditions, or future events.

These forward-looking statements involve assumptions, risks, and uncertainties. Actual events or results may differ materially from those expressed or anticipated.

United Legacy does not undertake an obligation to update forward-looking statements except where required by applicable law.

5. Eligibility and Acceptable Use

You may use the Website only for lawful purposes and in accordance with these Terms.

You agree not to:

• Violate any applicable law or regulation
• Submit false, misleading, fraudulent, or unauthorized information
• Impersonate another person or entity
• Misrepresent your identity, affiliation, authority, or eligibility
• Attempt to gain unauthorized access to the Website, servers, systems, databases, or accounts
• Interfere with the security, availability, operation, or performance of the Website
• Introduce viruses, malware, malicious code, scripts, or other harmful technology
• Circumvent access restrictions or security measures
• Scrape, crawl, harvest, copy, or extract Website content or personal information without written authorization
• Use automated systems to access the Website in a manner that creates an unreasonable burden
• Send spam, unlawful marketing, abusive communications, or fraudulent requests
• Infringe another person’s intellectual-property, privacy, publicity, contractual, or legal rights
• Use Website content to create a competing service or a false or misleading representation
• Encourage or assist another person in engaging in prohibited conduct

We may restrict, suspend, or terminate access when we reasonably believe these Terms have been violated.

6. Contact Forms and Submitted Information

You may use the Website to submit an inquiry, request information, register for an event, complete a survey, or otherwise communicate with United Legacy.

You agree that information you submit will be accurate, current, and complete to the best of your knowledge.

Submitting a form does not:

• Create an advisory, fiduciary, professional, or client relationship
• Guarantee a response
• Guarantee eligibility for an event, offering, product, or service
• Require United Legacy to enter into any transaction
• Constitute acceptance of an investment or subscription
• Create a binding agreement unless expressly stated in a separate written agreement

You should not submit confidential, financial, medical, or highly sensitive information through a general Website form unless the form expressly requests it and provides appropriate safeguards.

7. Event Registrations

The Website may allow you to register for seminars, masterclasses, webinars, meetings, presentations, or other United Legacy events.

By registering, you agree to provide accurate and current information.

Submission of a registration does not guarantee:

• Admission
• Seating
• Participation
• Eligibility
• Availability
• Access to a particular presenter, topic, venue, or program
• Eligibility to participate in any offering or transaction

United Legacy may:

• Limit event capacity
• Limit the number of guests
• Maintain a waitlist
• Verify registration information
• Refuse, revoke, or cancel a registration
• Establish eligibility or attendance requirements
• Change a presenter, agenda, topic, format, venue, date, or time
• Postpone, reschedule, or cancel an event
• Establish event-specific conduct, security, recording, or participation rules

Unless expressly stated otherwise, registrations are personal and may not be transferred.

You are responsible for reviewing confirmations, reminders, and updates sent to the contact information you provide.

8. Event Conduct

You agree to comply with reasonable event rules, venue requirements, safety policies, and instructions from United Legacy personnel or venue staff.

United Legacy may refuse entry or remove an attendee whose conduct is:

• Disruptive
• Threatening
• Harassing
• Unsafe
• Unlawful
• Fraudulent
• Inconsistent with venue requirements
• Materially interfering with the event or other attendees

Removal from an event does not create a right to compensation or reimbursement unless otherwise required by law or expressly agreed in writing.

9. Photography and Recording

Photography, audio recording, or video recording may occur at certain United Legacy events.

Where required, United Legacy will provide an event-specific notice or request appropriate consent.

Any photography, recording, appearance release, testimonial authorization, or media consent will be governed by the specific notice or agreement presented for that event.

You may not record an event, presentation, attendee, or private conversation without authorization and any consent required by law.

10. Email and Text Communications

When you submit a form or register for an event, United Legacy may contact you regarding:

• Your inquiry
• Registration confirmation
• Event reminders
• Directions
• Schedule changes
• Attendance information
• Follow-up materials
• Administrative matters
• Related requests or services

United Legacy may also send promotional email or text communications where you have provided any consent required by applicable law.

You may unsubscribe from marketing emails by using the unsubscribe link included in the message.

You may opt out of text messages by replying STOP. You may reply HELP for assistance.

Consent to receive marketing text messages is not a condition of purchasing any product or service. Message frequency may vary. Message and data rates may apply.

Mobile carriers are not responsible for delayed or undelivered messages.

The collection and use of personal information are also governed by the United Legacy Privacy Policy.

11. Intellectual Property

The Website and its content—including its text, logos, trademarks, graphics, photographs, videos, presentations, designs, software, documents, downloads, and the selection and arrangement of these materials—are owned by or licensed to United Legacy and are protected by applicable intellectual-property laws.

Subject to these Terms, United Legacy grants you a limited, revocable, non-exclusive, non-transferable, and non-sublicensable right to access and use the Website for personal, lawful, and non-commercial purposes.

Without prior written permission from United Legacy or the applicable rights holder, you may not:

• Reproduce Website content
• Modify Website content
• Publish or distribute Website content
• Transmit or publicly display Website content
• Sell or license Website content
• Create derivative works
• Remove copyright, trademark, or proprietary notices
• Use Website content for commercial purposes
• Use United Legacy branding in a manner that suggests authorization, sponsorship, or endorsement

“United Legacy,” its logos, and its related brand elements may be trademarks or service marks of United Legacy LLC.

No right or license to use United Legacy’s trademarks is granted except through express written authorization.

12. User Submissions

If you submit feedback, questions, comments, survey responses, testimonials, suggestions, or other content, you represent that:

• You have the authority to submit the content
• The content is accurate to the best of your knowledge
• The content does not violate applicable law
• The content does not infringe another person’s rights
• The content does not contain malicious code
• The content is not fraudulent, threatening, defamatory, obscene, or abusive

You retain ownership of content you submit.

However, you grant United Legacy a non-exclusive, worldwide, royalty-free license to use, reproduce, store, transmit, and process that content as reasonably necessary to:

• Respond to you
• Operate the Website
• Administer events
• Provide requested information
• Improve services and communications
• Maintain records
• Comply with legal obligations

United Legacy will not publicly use your name, image, testimonial, or endorsement for promotional purposes without any consent required by law.

13. Third-Party Websites and Services

The Website may contain links to or integrations with third-party services, including:

• Event registration platforms
• Scheduling tools
• Customer relationship management systems
• Mapping services
• Social-media platforms
• Video platforms
• Calculators
• Document portals
• Survey providers
• Analytics providers
• External websites

United Legacy does not control and is not responsible for third-party content, products, services, security, availability, terms, or privacy practices.

A link to a third-party service does not necessarily constitute an endorsement.

Your use of a third-party service is governed by that provider’s own terms and privacy policies.

14. Website Availability and Changes

United Legacy may modify, suspend, restrict, or discontinue any part of the Website at any time, with or without notice.

We do not guarantee that:

• The Website will always be available
• Access will be uninterrupted
• The Website will be error-free
• Defects will be corrected immediately
• Content will always be current, accurate, or complete
• The Website will be compatible with every device or browser
• The Website or its servers will be free from harmful components

United Legacy may perform maintenance, updates, security changes, or technical modifications without notice.

15. Disclaimer of Warranties

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE WEBSITE AND ALL CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE.”

UNITED LEGACY DISCLAIMS ALL EXPRESS, IMPLIED, AND STATUTORY WARRANTIES, INCLUDING WARRANTIES OF:

• MERCHANTABILITY
• FITNESS FOR A PARTICULAR PURPOSE
• TITLE
• NON-INFRINGEMENT
• ACCURACY
• COMPLETENESS
• AVAILABILITY
• RELIABILITY
• SECURITY

UNITED LEGACY DOES NOT WARRANT OR REPRESENT THAT WEBSITE CONTENT IS COMPLETE, CURRENT, ERROR-FREE, OR APPROPRIATE FOR ANY PARTICULAR PURPOSE.

Some jurisdictions do not permit certain warranty exclusions. In those jurisdictions, portions of this section may not apply to you.

16. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, UNITED LEGACY LLC AND ITS AFFILIATES, OWNERS, MEMBERS, OFFICERS, DIRECTORS, MANAGERS, EMPLOYEES, AGENTS, CONTRACTORS, LICENSORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATING TO:

• YOUR USE OF OR INABILITY TO USE THE WEBSITE
• YOUR RELIANCE ON WEBSITE CONTENT
• AN EVENT REGISTRATION
• EVENT ATTENDANCE OR NON-ATTENDANCE
• A CHANGE, POSTPONEMENT, OR CANCELLATION OF AN EVENT
• THIRD-PARTY WEBSITES OR SERVICES
• UNAUTHORIZED ACCESS TO OR ALTERATION OF INFORMATION
• WEBSITE INTERRUPTION, ERROR, OMISSION, OR SECURITY INCIDENT
• ANY DECISION MADE BASED ON WEBSITE CONTENT

TO THE MAXIMUM EXTENT PERMITTED BY LAW, UNITED LEGACY’S TOTAL LIABILITY FOR A CLAIM ARISING FROM OR RELATING TO THE WEBSITE WILL NOT EXCEED THE GREATER OF:

1. The amount you paid United Legacy specifically for use of the Website during the six months preceding the event giving rise to the claim; or
2. One hundred United States dollars.

These limitations apply regardless of the legal theory asserted and even if United Legacy was advised of the possibility of damages.

Some jurisdictions do not permit certain exclusions or limitations of liability. In those jurisdictions, portions of this section may not apply to you.

17. Indemnification

To the extent permitted by law, you agree to indemnify, defend, and hold harmless United Legacy LLC and its affiliates, owners, members, officers, directors, managers, employees, agents, contractors, licensors, and service providers from claims, liabilities, damages, judgments, losses, costs, and expenses, including reasonable attorneys’ fees, arising from or relating to:

• Your unlawful or unauthorized use of the Website
• Your violation of these Terms
• Your infringement of another person’s rights
• Information or content you submit
• Fraudulent, malicious, or abusive conduct
• Your violation of applicable law

United Legacy may control the defense of a matter subject to indemnification, and you agree to provide reasonable cooperation.

18. Governing Law and Venue

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles.

Unless applicable law requires otherwise, any legal action arising from or relating to the Website or these Terms must be brought in the state or federal courts located in San Diego County, California.

You consent to the personal jurisdiction and venue of those courts.

19. Termination

United Legacy may suspend or terminate your access to the Website if we reasonably believe that you:

• Violated these Terms
• Misused the Website
• Created a security risk
• Created legal or regulatory exposure
• Engaged in fraudulent, abusive, or unauthorized conduct

Provisions that by their nature should survive termination will remain effective, including provisions concerning intellectual property, disclaimers, limitations of liability, indemnification, dispute resolution, and governing law.

20. Changes to These Terms

United Legacy may update these Terms periodically.

Updated Terms become effective when posted unless a later effective date is stated. The “Last Updated” date at the top identifies the most recent revision.

Your continued use of the Website after revised Terms become effective constitutes acceptance of the revised Terms.

21. Severability

If any provision of these Terms is determined to be unlawful, invalid, or unenforceable, that provision will be enforced to the maximum extent permitted by law.

The remaining provisions will remain in full force and effect.

22. Waiver

A failure by United Legacy to enforce a provision of these Terms does not constitute a waiver of that provision or United Legacy’s right to enforce it later.

A waiver is effective only when made in writing by an authorized representative of United Legacy.

23. Assignment

You may not assign or transfer your rights or obligations under these Terms without United Legacy’s prior written consent.

United Legacy may assign or transfer its rights and obligations in connection with a merger, acquisition, restructuring, sale of assets, or other business transaction.

24. Entire Agreement

These Terms, together with the Privacy Policy and any additional terms presented for a specific feature, event, service, offering, or transaction, constitute the agreement between you and United Legacy concerning use of the Website.

Separate offering documents, subscription agreements, event releases, service agreements, or other written agreements may apply to specific activities.

25. Contact Us

Questions or concerns regarding these Terms may be directed to:

United Legacy LLC
11710 El Camino Real, Suite 200
San Diego, CA 92130

Email: [email protected]
Telephone: (888) 689-4177