Reach Hundreds of Investors at the Equity University Wealth
Contents
1. all the terms and conditions contained in the exhibitor packet space application and Sponsorship Rules and Regulations I further agree that all such items shall be considered a Contract with Retirement Education Group Inc DBA Equity University and binding on my organization provided that Equity University reserves the right to reject any application and or terminate this Contract in its sole discretion at any time prior to the date of the Summit in which event all fees paid by the applicant will be refunded and Equity University will have no further liability to the applicant arising from this application or Contract By signing this application I acknowledge that my organization is respon sible for full booth payment prior to the ability to set up exhibit space No exceptions I also agree to provide updated answers to the Compliance Regulatory questions above should my circumstances change after the date of this Contract and before the date of the exhibit I acknowledge that failure to update my answers to the Compliance Regulatory questions above may be grounds for immediate termination of my exhibit with no return of exhibition fees paid Print Name Title Print Organization Name Signature on behalf of Organization Date 11 Sponsorship Application amp Contract om 2014 Equity University Wealth Building Summit Return To Kent Kinzer Equity University 1 Equity Way Westlake OH 44145 O My check for payable to Retire2. exhibitor 8 FIRE SAFETY AND HEALTH Federal state and local laws rules regulations codes and ordinances covering fire safety and health must be strictly observed Aisles and fire exits must not be blocked by exhibits personnel tables goods or by any other object Storage of boxes and materials beneath exhibit tables may also be restricted All materials used in decoration must be flame proof Electrical wiring must conform to the National Electrical Code Safety Rules Please follow the instructions of the hotel personnel and or the contracted exhibition company regarding conformity with fire safety and health laws rules regulations codes and ordinances CARE OF FACILITIES Exhibitors or their representatives must not injure or deface the walls or floors of the building When such damage occurs the exhibitor is liable to the owner of the property so damaged HOSPITALITY SUITES Hospitality suites must be scheduled so as not to conflict with any scheduled summit activities and be approved by Equity University staff Publicity for hospitality suites is the responsibility of the suite host and must comply with these Rules and Regulations CANCELLATION OF EXHIBIT SPACE Cancellations received 60 days or more prior to the first day of the summit will entitle the exhibitor to a refund minus 10 percent 10 of the exhibit fee that has been paid to Equity University No refunds will be given on cancellations received fe
3. products literature or solicit business within the exhibit hall Exhibitors will not be permitted to assign sublet or share with others any part of the space allocated to them without written approval from Equity University EXHIBIT HOURS Exhibit hours are established by Equity University Generally exhibits will be open during breakfasts breaks and networking receptions as well as any other hours specifically designated for exhibit viewing Unless otherwise noted exhibits may not be open while the summit sessions are in progress Exhibit hours are scheduled however these times are approximate and subject to change pending the final summit agenda To maintain the educational integrity of the program exhibitors must adhere to the exhibit hours indicated Once summit sessions begin employees or representatives of each exhibitor must end discussions with the participants and participants will be encouraged to return to the sessions This will enable summit participants to receive the maximum benefit from the summit program and the exhibits Any exhibitor with employees or representatives that fail to comply 6 A established time periods Setup is the afternoon before rst full summit day Dismantling occurs after the final break of the last summit day NOTE Early dismantling is not permitted unless at the request of Equity University Firms that dismantle prior to the end of the exhibit time will not be given priority when choosing booth
4. space at next year s summit or may be denied exhibit privileges at future Equity University programs and Equi titled to 3 000 in liquidated damages from each exhibitor that dismantles its exhibi of the exhibit time on the last day of the summit and such fee will be c with Equity University PRICES The booth price includes all items described below under Exhibit fee includes All payments must be received by Equi ersity sixty 60 days prior to the start of the summit Exhibitors wi i l unless all fees have been paid in full itor s credit card on file includes Rental of the standard exhibit space as described previously e Admission to the r ummit sessions in addition to those included as par per person e Listing in the it program including your company contact information and a 50 word description e Inclusion ir ine exhibitor directory Equity University does not endorse products offered by any spons e Exhibit ions not include hotel accon aa ELIGIBLE EXHIBITS Sey NATIONAL REAL ESTATE Y INSURANCE GROUP NREINSURANCE O Tue RiGgut Cc THE RIGH the Equity University reserves the eligibility of any company or pr in the exhibition and to reject ejec exhibit in whole or in part or exhibitor wi without giving cause If cause is not given exhi refund shall not exceed the return to the exhibitor o the amount of the exhibit fee unear
5. NG SUMMIT Sponsorship Application amp Contract 2014 Equity University Wealth Building Summit Pre Summit Logistics Information Publicity Information The person listed below will receive all exhibit related correspon The information provided below will be used for exhibitor listings on dence including the Resource Center Exhibitor Kit Service Manual the summit Web site and program Please print clearly and list all in formation exactly the way you would like it to be displayed including Name _ _ gt all capitalization and punctuation Title ee Company Company a Address Address City State Zip City State Zip Phone Phone Email Fax S URL Email Have you or any business with which you are affiliated ever been the subject of an investigation or regulatory proceeding initiated by the SEC FINRA a State Securities or Insurance Regulator or any Federal Law Enforcement Agency such as the FBI IRS Attorney General etc Yes No If yes please explain Booth Selection Pricing Display areas will be assigned based on availability at the time the contract is received O Standard Display Area Companies you want to be near if possible Companies you do NOT want to be near if possible Exhibitor Acceptance By signing this application I affirm that I am a duly authorized agent of my organization that I have the authority to complete and submit this appli cation and that my organization agrees to
6. NTS DURING THE SUMMIT IS ALLOWED No UNAPPROVED information may be distributed to any attendee at any time Employees or representatives of the Retirement Education Group Inc DBA Equity University may prohibit distribution of any materials they deem to violate this provision STANDARD EXHIBIT SPACE Each exhibitor will be provided with e Designated exhibition space See sponsorship levels for exhibit space size e One draped table gt e Two chairs Uh A te wena tee eee I os hb e One wastebasket i potii yi ga onon Upon acceptance of applications for exhibit space exhibitors will be sent an exhibitor package outlining ee e Shipping procedures e Setup and dismantle instructions e Information on securing electricity audio visual equipment and other supplies ASSIGNMENT OF EXHIBIT SPACE Exhibitors may choose their exhibit space once payment in full is received Specific space is reserved for Gold Platinum and Diamond sponsors Be T In assigning exhibit space full consideration will be given to competing products and general grouping of exhibits for proper display and comparison Every effort will be made for the equitable assignment of space Equity University reserves the right to relocate any exhibit for the benefit of the exhibitor or for the betterment of the exhibition No firm organization individual or company without assigned exhibit space will be permitted to display or distribute
7. P O Box Fax Email Web Address COMPANY INDIVIDUAL PROFILE Describe What the company does Does the company manage unsecured money COMPLIANCE USE ONLY Reviewed By Date Review Results Pass Fail If Fail explain please attach supporting documentation Approved by Date GRC Results Approved Denied Date Equity University 1 Equity Way Westlake OH 44145 888 472 7341 www equity university com EU0035 05 2014 Equity University All Rights Reserved
8. Reach Hundreds of Investors at the Equity University Wealth Building Summit EQUITY UNIVERSITY EQUITY WEALTH BUILDING SUMMIT j Equity University Wealth Building Summit September 19 21 2014 A limited number of sponsorship opportunities are available for the 6th Annual Summit which consists of three full days of valuable connection making potential e Exposure to a targeted audience of hundreds of investors e Numerous opportunities for exhibitor investor interaction e Successful clients revealing their wealth building strategies and inspiring investors to act now e Video ads or recognition from main stage e Afternoon refreshment breaks e Post session happy hour events e Exhibitor passport raffle encouraging investors to visit each exhibitor booth e Educational webinars to Equity Trusts audience e A limited number of main stage and breakout speaking opportunities e More than 500 investors expected e Attendees are Equity Trust clients or investors interested in taking action with self directed IRAs gt Wealth Building Summit Agenda A Sneak Peek September 18 Setup Noon to 5 p m ONLY Exhibitors must be completely set up prior to 5 p m on September 18 September 19 21 Wealth Building Summit 8 30 a m to 5 p m The three full days of education will include sessions led by successful investors active clients and industry experts Topics include agenda sUDjectito cnange e Tip
9. estriction or eviction Equity University and its employees and agents shall not be liable for any refunds of rentals or other exhibit expenses PROFESSIONAL CONDUCT Exhibitors should adhere to professional standards of behavior All business activities must be confined to the limits of the exhibit space STAFFING Exhibits should be staffed during the specified exhibit hours by knowledgeable representatives Exhibitors must supply Equity University with the name s of all representatives who will attend the exhibition Equity University will not provide staffing for the exhibits BADGES Exhibitor representatives must wear appropriate Equity University badges at all times in the exhibition hall The badges will be available at the summit registration desk during the exhibit setup period SECURITY Security is not provided for the exhibit space Exhibitors are responsible for the safety and security of their exhibits and should consider removing items from the exhibition hall or otherwise securing all equipment supplies and other materials at the close of each summit day Neither Equity University nor its employees representatives agents or affiliates are liable for any loss damage or stolen goods of any exhibitors SHIPPING DRAYAGE STORAGE Exhibitors are responsible for shipping materials to and from the summit Any and all costs associated with the shipping drayage and storage of exhibit materials are the responsibility of the
10. ment Education Group Inc is enclosed O Please bill my credit card 1 American Express 1 Discover MasterCard O VISA Card Exp Date __ ___ mm yy Amt Name on Card Signature Billing Address City State Zip Country Phone Payment amp Cancellation Policy To guarantee space reservation payment must accompany this signed application in the form of a check payable to Retirement Education Group Inc or credit card Credit card payments will be processed and charged upon receipt of this application unless prior arrangements have been made Full payment must be received 60 days before the summit begins Cancellations received 60 days or more prior to the summit will entitle the exhibitor to a refund minus 10 percent 10 of the exhibit fee that has been paid No refunds will be given on cancellations received fewer than 60 days before the summit s first day All cancellation requests must be made in writing to Kent Kinzer via email at events equity university com 12 7 fee ope Compliance Review Form EQUITY TRUST CONTACT INFORMATION Representative Phone Date Submitted Kent Kinzer 888 382 4727 Describe Event Please attach supporting documentation Exhibit at the 2014 Wealth Building Summit EXHIBITOR COMPANY OFFICER INFORMATION Name First Middle amp Last Required Phone Home Address No P O Box Fax Email AFFILIATED COMPANY INFORMATION Company Name Phone Address No
11. ned at the time of cu the ejection If an exhibit or exhibitor is ejected for a violation of these Rules and Regulations or any other stated reason no return of fee shall be made and the exhibitor will be required to vacate the exhibit area y d AT Whether you ar 5 or asa ops provided they can be accommodated within their individual Exhibits must be constructed so as not to obstruct the s Interference with the lighting and space of other exhibitors sht to restrict exhibits that because of method of operation ble All sound equipment must be regulated so that it does not ons Equity University reserves the right to determine at what point sound constitutes interference with others and must be discontinued CHARACTER OF DISPLAY Equity University must approve all materials prior to the summit that an exhibitor desires to display at the summit Any materials not in keeping with the character and standards of Equity University may not be distributed or utilized by any exhibitor CLEAN UP FEE Equity University has the right to remove any materials displayed or distributed which have not been pre approved and will charge a Clean Up fee of 1 000 per violation which will be charged to your credit card on file Equity University reserves the right to prohibit or evict any exhibit that in the opinion of Equity University detracts from the general character of Equity University In the event of such r
12. ng any such liability caused solely by the gross negligence of the owner of the host facilities its employees and agents In addition the exhibitor acknowledges that Equity University and the owner of the host facilities do not maintain insurance covering the exhibitor s property and it is the sole responsibility of the exhibitor to obtain business interruption and property damage insurance covering such losses by the exhibitor Neither party shall be liable to the other for any special indirect incidental consequential punitive or exemplary damages or loss nor any lost profits savings or business opportunity With respect to this agreement in general the liability of Equity University and its personnel shall not exceed the total amount of fees actually paid to Equity University under this agreement A claim for the return of fees shall be the exclusive remedy for any damages The limitation of liability set forth in this paragraph is intended to apply to the full extent allowed by law regardless of the grounds or nature of any claim asserted and shall survive termination of this agreement INTERPRETATION AND AMENDMENTS Equity University reserves the right to interpret or amend these Rules and Regulations as it deems proper to ensure the success of the exhibition and further the educational purposes of Equity University Land Banking Wealth Creasaw e invest in lanch CONF 4 10 EQUITY Xi i WEALTH BUILDI
13. r Included Included Included Included Full page Included Included Included Included Main Stage Included 15 000 8x 5 main foyer Included Included Included Included Full page Included Included Included Included Breakout Included 10 000 Sh Cee main foyer Included Included Included Included Half page Included Included Included 4 500 10 x 10 Exhibitor Marketplace Included Included Included Included A La Carte Sponsorships Cost Company information included in tote bag for all attendees e Brochure item must be provided to Equity Trust by August 1st must be pre approved 91 500 e Brochure limited to 4 pages front back e No promo items accepted 500 half page Color ad in summit binder 1 000 full page Contracts for additional support items must be ordered by August 1 This includes internet monitors and electricity The contract will be between the support item provider and the exhibitor The exhibitor is responsible for all fees Disclaimer Hotel rooms and expenses are not included in all sponsorship levels and are the responsibility of the attendee Sponsorship Rules amp Regulations 2014 Equity University Wealth Building Summit PURPOSE OF THE EXHIBIT The exhibition is for the purpose of education and to provide a service to Equity Trust customers and prospects NO SOLICITING OF INVESTME
14. s for investing in tax liens e Making a profit on distressed property e How to build wealth without the burden of taxes e Self directed investing by the book e Leaving a legacy of wealth for your family Speed Networking Several opportunities for investors to meet and interact with like minded individuals sharing strategies and interests Teardown September 21 3 5 p m ONLY Agenda and times are subject to change 2014 t gt ponsorship Opportunities ein Sans rion ca e Available exhibitor sponsorships Rate Exhibit space Full summit registrations if staying at Omni host hotel Recognition as sponsor on summit registration website Company logo displayed at summit Listing in summit binder including logo 50 word description and website URL Acknowledgement from main stage Color ad space in summit program Company information included in tote bag for all attendees Opportunity to present a two minute commercial at the start of general sessions during breaks 2 Invitations to VIP reception with ETC executives and keynote speaker Suite Accommodations one suite at the Omni for Thursday Friday amp Saturday 60 minute educational speaking spot One Pre recorded educational webinar marketed played to Equity Trust clients and prospects in June July and or August Webinar must be pre approved by ETC Compliance or each asset class For ent platinum sp 25 000 8x 5Y2 main foye
15. wer than 60 days before the first day of the summit All cancellation requests must be made in writing a TERMINATION OF EXHIBIT Der TEL i Vane E In the event the premises where the exhibit is to be held in Pay NEIENT PETES La the sole determination of Equity University become unfit a r for occupancy or is substantially interfered with by reason of g NOES A p gt picketing strike embargo injunction act of war act of God SAS TREN a 43 fire emergency declared by any government agency or any other we act beyond the control of Equity University this agreement may be terminated by Equity University In the event of such termination the exhibitor waives any and all damages and agrees that Equity University may after deducting all costs and expenses including a reserve for claims refund to the exhibitor as and for complete settlement and discharge of all said exhibitor s claims and demands his pro rata amount of all funds paid by all exhibitors LIABILITY The exhibitor assumes entire responsibility and hereby agrees to protect indemnify defend and save Equity University the owner of the host facilities and their respective employees and agents harmless against all claims losses and damages to persons or property governmental charges or fines and attorneys fees arising out of or caused by the exhibitor s installation removal maintenance occupancy or use of exhibition premises or any part thereof excludi
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