Wealthbox CRM Monthly Mastermind Membership Sign Up Form
  • Wealthbox CRM Monthly Mastermind Membership Sign Up Form

  • Join fellow advisors for live monthly mastermind calls designed to keep your CRM aligned and your firm on track. As a member, you’ll also get access to our exclusive Resources Vault packed with guides, templates, and training videos, plus a private LinkedIn community where you can ask questions and share ideas anytime.

  • Wealthbox CRM Monthly Mastermind Membership Subscription Agreement

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  • Section I

    Services Included

    Stephanie Dannebaum Consulting ("Provider") agrees to provide the Subscriber

    • Live and Recorded Monthly Masterminds
    • The LinkedIn Community Forum
    • Stephanie Dannebaum Consulting Resources 

    Section II

    Subscription Fees & Billing

    • Your subscription will be billed via Stripe automatically based on your chosen subscription plan.
    • The Subscriber authorizes recurring payments unless canceled as outlined below.

     

    Section III

    Cancellation & Refund Policy

    • The Subscriber must email Stephanie Dannebaum Consulting to cancel at any time.
    • Cancellations take effect at the end of the current billing cycle.
    • No refunds will be issued for partial months or unused time unless given special permission by Stephanie Dannebaum Consulting.

     

    Section IV

    Confidentiality & Usage

    • All content within the Section 1 is for internal use only.
    • Redistribution, sharing, or resale of Stepahanie Dannebaum Consulting materials is strictly prohibited.
    • The Subscriber agrees not to share access credentials outside of authorized team members.

     

    Section V

    Intellectual Property

    All materials, templates, and training content produced by Stephanie Dannebaum Consulting remain the intellectual property of Stephanie Dannebaum Consulting. No rights are transferred or granted beyond the scope of this subscription.

     

    Section VI

    Termination

    Stephanie Dannebaum Consulting reserves the right to revoke access for any breach of this Agreement, misuse of content, or non-payment.

     

    Section VII

    Miscellaneous

    • This Agreement constitutes the entire understanding between the parties.
    • This Agreement shall be governed by the laws of the State of California.

     

    This Subscription Agreement (“Agreement”) is entered into by and between {company} and Stephanie Dannebaum Consulting on {date}.

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        Wealthbox Mastermind Membership (Monthly)
        $250.00 for each month
          
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      • {representativeName}

        {company}

      • Stephanie Dannebaum

        Owner of Stephanie Dannebaum LLC DBA Stephanie Dannebaum Consulting

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