Dinner Gift Certificate Rules & Requirements

Over the years, we have hosted many hundreds of individuals and couples - over 1,100 in 2011 alone - as our guests during educational dinner workshops, as a means of introducing the services and resources provided by Integrated Financial. Aside from client referrals, this has been the primary reason for the dramatic growth our firm has experienced over the last five years. Realizing that many people like to keep private matters private, and that often the scheduled times for our workshops may not mesh with your availability, we provide the choice of a one-on-one consultation, preceded by the review of educational content through our web site. Regardless of the outcome of the meeting, you will receive a dinner gift certificate as our way of saying "thank you" for taking the time to meet and discuss your specific financial needs goals and objectives.

Following are a few frequently ask questions and some important disclosures.

How to Receive Your Gift Certificate:

No purchase necessary. Registration information including name, address, email address, and certain other financial information must be provided on our web site at www.stopthewealthleakage.com. No partial Registrations will be accepted. You and your Spouse or Partner must attend a financial strategies presentation with our Managing Partner Mark Trewitt or another of our CFP’s at the offices of Integrated Financial Solutions Group LLC. (IFSG) located at 1820 Preston Park Blvd, Suite 1155, Plano Texas, 75093 which will last approximately 45 minutes in order to receive your gift certificate. Available meeting dates and times are accessible via our Registration link on our web site at www.stopthewealthleakage.com. This is not a sales presentation. The receipt of this gift certificate shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Texas or where otherwise legally permitted.

Securities and Investment Advisory Disclosure:

Affiliate Advisors of Integrated Financial are licensed to provide investment advisory services to residents of Texas and certain other states. Securities offered through VFG Securities, Inc. (VFG), member FINRA/SIPC. Advisory services through VFG Advisers, Inc. (VFA), a Registered Investment Adviser. Integrated Financial Solutions Group (IFSG, Ltd.) is not affiliated with VFG/VFA. VFG/VFA do not provide tax and legal services. Please seek professional counsel.

Conditions, Responsibilities and Offer Duration:

By Registering, you agree to be bound by the terms and conditions of this disclaimer. IFSG assumes no responsibility for lost, late, misdirected or non-delivered email or other failure of the electronic registration process. This promotion will continue until December 31^st, 2012.

Eligibility:

You must be 21 years old or older and a resident of the USA to Register for your Gift Certificate. Employees of Integrated Financial Solutions Group LLC, Integrated Marketing Solutions Group, LLC, VFG Securities Inc., and persons living in the same household as employees or participating sponsors are not eligible to receive a Gift Certificate.

Restrictions:

No more than one Gift Certificate will be provided per household per calendar year. No substitutes for Gift Certificates will be made or provided by IFSG. Recipient(s) assume all local, state and federal taxes, and incidental expenses where applicable. No warranties or guaranties, expressed or implied, are made or offered by IFSG. The Gift Certificates have no cash value and may not be redeemed for cash, and may not be transferred. The Gift Certificates have no expiration date, and will not be replaced if lost or stolen.

General Terms and Conditions:

IFSG is not responsible for any injuries, losses or damages of any kind arising in connection with or as a result of the recipient(s) acceptance or use of any Gift Certificate. By registering with IFSG, recipient(s) hereby releases IFSG from any and all liability for injuries, losses or damages of any kind caused by any prize or resulting from acceptance, possession, use or misuse of any prize, and each winner agrees to indemnify and hold IFSG harmless from any and all losses, damages, rights, claims and actions of any kind arising in connection with or as a result of the recipient(s) acceptance of Gift Certificate.

North Texas Food Bank:

Our goal, as a responsible corporate citizen and to give back to the community, is to raise as much as we spend on workshop dinners and restaurant gift certificates over the course of the year for the North Texas Food Bank. Beginning January 2012, any attendee to our public workshops who are neither a client of IFSG, Ltd. or a referral from a client of IFSG, Ltd. is required to make a donation of $25 per person to the North Texas Food Bank in order to attend. While in-office consultations do not carry the same requirement, in light of the value received (restaurant gift certificate) we encourage all existing and prospective clients to make cash contributions to the North Texas Food Bank directly at www.ntfb.org or via donation envelope provided in person.

Disclaimer of all representations and warranties:

There are no representations or warranties other than as set forth in this disclaimer. IFSG disclaims all other representations and warranties express or implied, regarding the contest, including but not limited to, any implied warranties or merchantability or fitness for a particular purpose. In no event shall IFSG be liable to any party for any loss or injuries to earnings, profits or goodwill, or for any incidental, special, punitive or consequential damages of any person or entity whether arising in contract, tort or otherwise, even if IFSG has been advised of the possibility of such damages. Integrated Financial Solutions Group is not affiliated with, connected to, or sponsored by Ruth’s Chris, Silver Fox, or Chamberlain’s, or any other identity herein identified. Void where prohibited by law.