Rejuvenate & Rise Retreat (“retreat”) is an independent event and is not affiliated with Opal Wealth Advisors, LLC (“Opal Wealth”). No materials presented, distributed, or used in connection with this retreat were created, reviewed, or approved by Opal Wealth. Katherine Dean is an Investment Adviser Representative of Opal Wealth. Any statements, presentations, or opinions expressed during this retreat are made solely in Katherine Dean’s personal capacity and do not represent the views or positions of Opal Wealth. Nothing presented during this retreat constitutes investment advisory services, personalized investment advice, or a recommendation to buy, sell, or hold any security or investment strategy. Participation in this retreat does not establish an advisory relationship with Opal Wealth or Katherine Dean in her capacity as an Investment Adviser Representative.
If you choose to engage Opal Wealth for investment advisory services, no representation or guarantee is made that you will achieve any particular investment results or level of performance. All investments involve risk, including the possible loss of principal, and past performance is not indicative of future results. Participants are encouraged to consult with the investment professional of their choosing regarding their individual financial circumstances and any questions about how the concepts discussed during this retreat may apply to them.
Disclosure