EMPOWERING SUCCESS JB INCOME TAXES

TRUSTEE BOOT CAMP

EVENT TERMS & CONDITIONS

Empowering Success LLC   |   JB Income Taxes

ACCEPTANCE OF THESE TERMS

Welcome to Trustee Boot Camp, hosted by Empowering Success LLC, d/b/a JB Income Taxes (“JBIT,” “Company,” “we,” “our,” or “us”). These Event Terms & Conditions (“Terms”) govern registration for and attendance at Trustee Boot Camp (the “Event”), together with all related registration pages, checkout flows, communications, and materials (collectively, the “Event Services”).

By registering for the Event, purchasing a ticket, or attending, you (“Attendee,” “Participant,” “you,” or “your”) agree to be bound by these Terms. If you do not agree, please do not register for or attend the Event.

ELIGIBILITY

  • You must be at least 18 years old to register for or attend the Event.

  • By registering, you represent that you are legally able to enter into this agreement and that all registration information you provide is accurate and complete.

  • The Event is intended for trustees, trust beneficiaries, tax and financial professionals, and other individuals interested in trust administration, tax compliance, and related educational content. Registration does not create any professional, advisory, or fiduciary relationship, as described in Section 8.

EVENT DETAILS

Trustee Boot Camp is an in-person educational event currently scheduled for October 23–24, 2026, in the Dallas, Texas area. Programming is currently anticipated to run Friday from approximately 11:00 a.m. to 6:00 p.m. and Saturday from approximately 9:00 a.m. to 6:00 p.m., with an optional VIP evening component.

  • Venue. The Event venue will be confirmed and communicated to registered Attendees in advance of the Event.

  • Schedule and speakers. Dates, times, agenda, and speaker lineup are subject to change. The Company will make reasonable efforts to notify registered Attendees of material changes.

  • Travel and lodging. Attendees are solely responsible for their own travel, lodging, meals (except where expressly included in a ticket tier), and incidental expenses associated with attending the Event.

REGISTRATION, PURCHASES & PAYMENT

The Event is offered in multiple ticket tiers, which may include Promotional/Partner tickets, Early Bird tickets, Standard tickets, and VIP tickets. Current pricing and availability are displayed at checkout and are subject to change.

  • Early Bird pricing of $3,500 is currently available through July 31, 2026. Standard pricing of $4,995 applies beginning August 1, 2026, or upon exhaustion of Early Bird inventory, whichever occurs first.

  • VIP tickets, where offered, include enhanced access such as a VIP dinner and additional direct engagement with select speakers, at pricing displayed at checkout.

  • Payment is processed at the time of registration through our third-party payment processor. By registering, you authorize the applicable charge to your payment method.

  • A confirmation email will be sent upon successful registration and will serve as your record of purchase. No separate physical ticket will be issued unless stated otherwise at checkout.

  • The Company reserves the right to refuse, limit, or cancel any registration at its discretion, including in cases of suspected fraud or a pricing error.

CANCELLATION & REFUND POLICY

All ticket purchases are final. Except as required by law, JBIT does not offer refunds for registration fees, including in the case of Attendee no-shows, schedule conflicts, or voluntary cancellation by the Attendee.

  • Ticket transfer. A registered Attendee may request to transfer their ticket to another individual by submitting a written request to the Company in advance of the Event. Transfers are subject to the Company's approval.

  • Company-initiated changes. If the Company cancels the Event in its entirety, the Company will, at its discretion, either apply the registration fee as a credit toward a future JBIT event or issue a refund. The Company is not responsible for any travel, lodging, or other costs Attendees incur in connection with the Event.

  • This section reflects current firm policy and remains subject to final confirmation upon completion of legal review.

EDUCATIONAL PURPOSE ONLY

Trustee Boot Camp, and all related presentations, materials, workbooks, and content (collectively, the “Content”), are provided solely for general educational and informational purposes. Nothing presented at the Event should be understood as:

  • individualized legal advice

  • individualized tax advice

  • individualized financial or investment advice

  • a substitute for consultation with your own licensed attorney, CPA, enrolled agent, or financial advisor regarding your specific circumstances

You should consult a licensed professional before making any decision or taking any action based on Content presented at the Event.

NO GUARANTEE OF RESULTS

JBIT makes no representation, warranty, or guarantee regarding any financial outcome, tax result, income, or other benefit that may or may not result from attending the Event or applying the Content presented. Any examples, case studies, or success stories referenced during the Event are illustrative only and are not representative of results any particular Attendee should expect. Outcomes depend on each individual's specific facts, circumstances, professional guidance, and actions, all of which are outside the Company's control.

NO PROFESSIONAL RELATIONSHIP; SPEAKER DISCLAIMER

Attendance at the Event, and any interaction with speakers, presenters, panelists, or JBIT personnel at the Event (including any speaker who is an attorney, CPA, enrolled agent, or other licensed professional), does not create an attorney-client, accountant-client, fiduciary, or other professional advisory relationship between you and that individual or JBIT. Statements made by speakers reflect general educational content and, unless expressly stated otherwise in a signed engagement letter, do not constitute individualized advice on which you may rely.

ASSUMPTION OF RISK

Attendance at an in-person event involves inherent risks, including but not limited to travel-related risk, risk of illness, and general risks associated with being present at a venue with other attendees. By attending, you voluntarily assume all such risks. This provision supplements, and does not replace, any separate liability and assumption-of-risk waiver JBIT may require you to execute in connection with the Event.

HEALTH, SAFETY & ACCESSIBILITY

Attendees are responsible for evaluating their own fitness to travel to and participate in the Event. If you have a medical condition, allergy, mobility need, or other accessibility requirement the Company should be aware of, please contact us in advance so we can make reasonable accommodations where possible. The Company is not responsible for the availability of accommodations not requested in advance.

MEDIA & PHOTOGRAPHY RELEASE

The Event may be photographed, filmed, or recorded by or on behalf of JBIT. By attending, you consent to being photographed, filmed, or recorded, and to JBIT's use of your name, likeness, image, and voice in connection with the Event, without compensation, for JBIT's promotional, marketing, and educational purposes, in any medium now known or later developed.

INTELLECTUAL PROPERTY & RECORDING RESTRICTIONS

All Content presented at the Event, including presentation materials, workbooks, curriculum, slides, recordings, and the JB Income Taxes Operating System and related frameworks, is the property of JBIT or its licensors and is protected by intellectual property laws. Except as expressly permitted by JBIT in writing, you may not:

  • record, photograph, or livestream any presentation or session

  • copy, reproduce, distribute, or resell any Content

  • use Content for commercial purposes

  • train any artificial intelligence or machine learning model on Content

Registration grants Attendees a limited, non-transferable license to attend the Event and use any Content provided for personal, non-commercial educational purposes only.

ATTENDEE CONDUCT

Attendees agree to conduct themselves professionally and in accordance with venue rules. JBIT reserves the right, in its sole discretion, to remove any Attendee from the Event without refund for conduct that is disruptive, unsafe, unlawful, or otherwise inconsistent with these Terms.

LIMITATION OF LIABILITY

To the maximum extent permitted by law, JBIT and its officers, employees, contractors, speakers, and affiliates (including JFJ Holdings, Inc.) will not be liable for any indirect, incidental, consequential, or special damages arising from or related to the Event or these Terms. To the maximum extent permitted by law, JBIT's total aggregate liability arising out of or related to the Event will not exceed the amount actually paid by the Attendee for their ticket.

INDEMNIFICATION

You agree to indemnify and hold harmless JBIT, Empowering Success LLC, JFJ Holdings, Inc., and their respective officers, employees, contractors, and affiliates from and against any claims, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to your attendance at the Event, your breach of these Terms, or your violation of the rights of a third party.

THIRD-PARTY SPEAKERS, SPONSORS & VENDORS

The Event may feature independent speakers, sponsors, exhibitors, or vendors who are not employees of JBIT. Statements, offers, or materials provided by third parties at the Event are the responsibility of that third party, and JBIT does not endorse and is not responsible for their content, products, or services.

DISPUTE RESOLUTION

JBIT's approach to dispute resolution for Event-related claims, including whether such claims will be subject to mandatory arbitration and/or a class-action waiver, is currently under legal review and will be finalized before these Terms are published.

GOVERNING LAW

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles. Any action not otherwise resolved under Section 17 will be brought in the state or federal courts located in Dallas County, Texas, and you consent to the jurisdiction and venue of those courts.

CHANGES TO THESE TERMS

JBIT may update these Terms from time to time. If we make material changes, we will update the “Last Updated” date above. Continued registration or attendance after changes are posted constitutes acceptance of the updated Terms.

PRIVACY

Registration information you provide is handled in accordance with JBIT's Privacy Policy. Please review that policy for information on how we collect, use, and protect your data.

CONTACT INFORMATION

Questions about these Terms may be directed to:

Empowering Success LLC, d/b/a JB Income Taxes

6810 Main Street, Frisco, Texas 75034

940-765-7336  |  1-855-M-POWERU

www.empoweringsuccess.info

EMPOWERING SUCCESS

Presented by Empowering Success & JB Income Taxes · [email protected]

© 2026 JB Income Tax INC. All rights reserved.