Class Policies
Refunds: If you cancel your registration at least 2 weeks before the workshop begins, you’ll receive a full refund. Less than 2 weeks before the workshop begins, I can no longer give refunds.
Recording and privacy: A password-protected recording of each session will be available for 2 weeks after the live class. In order to protect the privacy of sensitive financial information that may be discussed, students are not permitted to create their own recordings of the class (either with an AI system or other recording device/app) or to share private financial information disclosed by the instructor or participants. AI note-taker bots will not be admitted to the Zoom meeting.