Disclaimers/Disclosures for this course:

The contents of this course are purely intended to be general and educational in nature and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Any data cited in this course is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is either hypothetical and not indicative of any investment, or purely past performance or simply illustrative to help teach a concept, neither of which are any guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. We encourage you to do your homework, to study, to be aware and ask great questions. It is YOUR money you are most concerned about.  

But let's be real...Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, so this course is NOT direct advice for you, nor should it be taken that way. Please, be prudent and thoughtful about this. We strongly encourage you, consult with the professionals of your choosing before taking any action based on the contents of this course. Demand from them answers that help you make decisions. And thank them when they help you make excellent decisions. 

More specific Disclosures about Bryan and his Business:

Revisionist Wealth Advisors, LLC is a Registered Investment Advisor ("RIA"), located in the State of Pennsylvania. Revisionist Wealth Advisors, LLC provides investment advisory and related services for clients locally and nationally. Revisionist Wealth Advisors, LLC will maintain all applicable registration and licenses as required by the various states in which Revisionist Wealth Advisors, LLC conducts business, as applicable. Revisionist Wealth Advisors, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Subadvisory services are offered through Betterment Securities, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and educational services are offered through Revisionist Wealth. Revisionist Wealth is a separate and unaffiliated entity from Revisionist Wealth Advisors and Betterment Securities.