© 2023 Opulus, LLC
All rights reserved. No part of our content may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of Opulus, LLC.
Financial planning and advisory services are offered through Opulus LLC. Opulus LLC is state registered as an investment adviser located in Pennsylvania and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
The information provided in this course is for educational purposes only and does not constitute investment, legal, or tax advice. Opulus, LLC is a registered investment advisor, but this course is not intended to offer personalized investment advice or endorse any particular investment strategy or security. The information contained in this course has been obtained from sources that we believe to be reliable, but we cannot guarantee its accuracy or completeness.
Opinions expressed in this course are subject to change without notice. Any reference to a specific security, investment product, or insurance product does not constitute a recommendation to buy, sell, or hold that security, investment product, or insurance product or endorse the views of any third party mentioned in this course.
Links to third-party content are provided for informational purposes only and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside of Opulus, LLC.
All examples provided in this course are hypothetical and for illustrative purposes only. Past performance is not indicative of future results.
Opulus, LLC does not offer tax or legal advice. Interested parties should seek advice from qualified tax and/or legal experts regarding the best options for their particular circumstances. Before making any investment decisions, please consult with a qualified financial advisor to discuss your personal circumstances and investment objectives.