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Event Policies – Legend Financial 2026 Advanced Markets Summit

The following policies apply to all participants of the Legend Financial 2026 Advanced Markets Summit, May 20–22. By registering, you agree to abide by these terms.

  1. Code of Conduct

We are committed to providing a professional, respectful and inclusive environment. Harassment, discrimination or disruptive behavior will not be tolerated. Legend Financial reserves the right to remove any participant who does not adhere to these standards.

  1. Photography & Media

By attending, you consent to being photographed and/or recorded during the event. Legend Financial may use event photos and recordings for promotional, educational or informational purposes.

  1. Attendance & Cancellations
  • Attendees: If your plans change, please notify Legend Financial as soon as possible so we can adjust hotel rooming lists and event logistics.
  • Sponsors: Sponsorships are non-refundable once confirmed. If your designated representatives cannot attend, you may substitute another representative with prior notice.
  1. Hotel & Travel
  • Check-in / Checkout: Hotel check-in is 4:00 p.m. and checkout is 11:00 a.m.
  • Cancellations: Any reservation not cancelled at least three (3) days prior to arrival will be charged as a no-show.
  • Attendees: Legend Financial will manage attendee reservations and provide the hotel with a rooming list. Attendees are responsible for incidental charges during their stay.
  • Sponsors: Sponsors will receive a booking link to reserve rooms directly. Each sponsor representative is responsible for their own reservation and charges. Sponsor reservations not cancelled at least three (3) days prior to arrival will be billed as no-shows.
  • Relocation Policy: If the hotel is unable to provide a confirmed guest room, the hotel will provide:
    a) accommodations of equal or higher quality at a nearby hotel and cover one night’s room cost;
    b) complimentary transportation to and from the alternate hotel; and
    c) priority reservation for the first available room back at the host hotel.
  1. Speaker & Presentation Guidelines (Sponsors Only)
  • Platinum, Diamond, Gold and Silver sponsors receive a speaking slot.
  • All speaking topics must be submitted in advance and approved by Legend Financial
  • PowerPoint presentations must be submitted by [insert deadline date]. Late submissions may result in forfeiture of your speaking slot.
  • Presentations must be educational and aligned with event objectives. Overt sales pitches are not permitted. Legend Financial reserves the right to request changes.
  1. Exhibitor Guidelines (Sponsors Only)
  • Sponsor teardown may not begin earlier than 12:00 p.m. on May 22.
  • Sponsors who wish to ship materials for their exhibit tables may do so with the following conditions:
    • Boxes may arrive no earlier than May 18.
    • Shipments in excess of five (5) boxes may incur a handling fee, determined by the hotel.
    • Shipping instructions and address will be provided upon confirmation of sponsorship.
  1. Environmental Compliance

Our event falls during sea turtle nesting season. All attendees and sponsors must observe local ordinances, including restrictions on outdoor lighting and beach access where applicable.

  1. Liability Waiver

Legend Financial is not responsible for personal property loss, injury or illness during the event. Participants attend at their own risk.