This offer is only available to individuals who book and attend a demo (“Demo”) by a Betterment sales representative on or before December 31, 2023. It is non-transferable and must be redeemed within 5 business days of the date of the Demo. This offer is available to U.S. residents only and can be revoked by Betterment at any time. This offer is limited to one representative per organization. For the avoidance of doubt, if multiple individuals attend the Demo, only the individual who booked the Demo will be eligible to receive this offer.
You acknowledge that you are under no obligation to accept or follow any of the information provided or recommendations made during the Demo. Betterment is making this offer available to you, and this offer does not favor highly compensated individuals. Tax information provided by Betterment is not a substitute for the advice of a qualified tax advisor. You should consult with your tax advisor to discuss tax-related concerns.
Betterment reserves the right to limit the discounts and promotions you are eligible to receive, and to refuse or recover a discount or promotion if Betterment determines that it was obtained under wrongful or fraudulent circumstances, or that any terms of the Betterment agreements have been violated. Please see additional information at www.betterment.com.