Founder & President, Affinity Trust
Natalie is the Founder and President of Affinity Trusts. She has been educating the community for 19 years on the importance of protecting and transferring wealth privately and cost effectively.
Cancellation Policy
Effective 8/1/18
All cancellations and substitutions MUST be in writing and directed to the CPOA Training Coordinator cpoa@cpoa.org. All refunds will be processed within 30 days from the written date of the cancellation request.
Cancellations made 30 calendar days or more from the first day of your registered course will be refunded minus a $30 cancellation fee.
Cancellations made 29 calendar days to 10 calendar days from the first day of your registered course will receive a 50% refund.
Cancellations made 9 calendar days or less from the first day of your registered course are NOT eligible to receive a refund.
*Registrants who cannot attend a course are strongly encouraged to find a substitution.
Substitution Policy
CPOA encourages you to make a substitution if a student cannot attend the course; substitutions will be accepted prior to the course in writing and on-site.
*Registration Policy
CPOA will not register anyone for a class unless payment has been received in full. If you are not able to provide payment with registration you may provide a credit card to hold the seat. However, all students must be paid in full 10 days prior to the class. If payment is not received and a card has been given to hold the seat, it will be charged.
