Cancellation & Refund Policy
Last Updated: September 1, 2026
At Envision Financial Education LLC, we are committed to delivering high-quality B2B educational workshops and corporate budgeting templates. We understand that business schedules change, which is why we have established a clear and fair cancellation policy for all our corporate clients.
1. Corporate Educational Workshops & Consulting
If your organization has booked a private educational workshop, consulting session, or training seminar with our team, the following cancellation terms apply:
- 14+ Days Notice: Cancellations made 14 days or more before the scheduled workshop date are eligible for a 100% full refund.
- 7 to 13 Days Notice: Cancellations made between 7 and 13 days prior to the event are eligible for a 50% refund, or you may choose to reschedule the session to a later date at no additional cost.
- Less than 7 Days Notice: Cancellations made less than 7 days before the workshop are non-refundable, as our team has already committed significant resources to preparing your customized curriculum.
2. Digital Budgeting Templates & Frameworks
Due to the nature of digital goods, all sales of downloadable budgeting templates, spreadsheets, and proprietary educational frameworks are final and non-refundable once the download link has been accessed or the files have been delivered via email.
If you experience technical issues downloading or opening the files, our support team will provide assistance or issue replacement files immediately.
3. Cancellations by Envision Financial Education LLC
In the rare event that we must cancel a scheduled workshop due to unforeseen circumstances or instructor unavailability, your organization will be offered the choice of:
- A full 100% refund of any fees paid.
- Rescheduling the workshop to a priority date of your choosing.
4. How to Request a Refund or Reschedule
All cancellation and refund requests must be submitted in writing. Please contact our administrative team with your corporate details and booking reference:
Email: [email protected]
Phone: +1 (312) 555-0141
Please allow 3-5 business days for our accounting department to process approved refunds back to your original corporate payment method.