Complaints

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:06/30/2025

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I paid $2,297 to EPIC Real Estate in February 2024 for an in-person training event I was unable to attend due to a medical emergency requiring four vascular procedures and treatment for life-threatening blood clots. I immediately informed them that I was medically prohibited from flying (for what ended up being nearly 9 months) and would not be able to participate.**** provided no service and incurred virtually no actual expense on my behalf. Their own documentation confirms their only legitimate cost was a flight voucher worth $149.60. The event was hosted at a property owned by EPIC Real Estate, meaning there were no true lodging expenses beyond possible maid service had I attended. Despite this, they refused any ********* no point was I shown or asked to agree to any clear refund or cancellation policy. Their ****************** were not visible or conspicuous during checkout, and no policy was disclosed verbally or via email. According to *** deceptive practices guidance, material terms like refund restrictions must be clear, conspicuous, and presented before payment in a way that cannot be missed. **** failed to meet that standard.EPICs claim that my cancellation cost them more than I paid is provably false and unsupported by any documentation. I was unable to reschedule and did not receive any services. They retained $2,297 for a service they never delivered while misrepresenting both their costs and policies.

  Business Response

  Date: 07/14/2025

  Mr. ******* ****** thank you for allowing us to respond to your complaint regarding your February 2024 purchase of a ticket to the Epic Real Estate Intensive, valued at $2,297.
  
  First and foremost, we are deeply sympathetic to your medical condition and regret that your experienced health challenges that prevented him from attending the event. We take all such matters seriously and always aim to act in good faith and with integrity. However, the complaint omits several key facts that are critical to understanding the full context of this matter:
  
  Mr. ****** allow me to remind you that you did not request a refund at the time of cancellation. In fact, when you contacted us to cancel, you explicitly stated that you did not want a refund and instead wished to attend a future Intensive. At no point during that conversation did he disclose the severity or medical nature of his cancellation and you sent it to us in writing. 
  
  We immediately incurred travel-related expenses on his behalf. At the time of his enrollment, we booked and paid for a flight voucher and reserved accommodations at a hotel near the event venue. While you later references a $149.60 flight voucher, that amount reflects only the airline portion and does not include the cost of lodging, event materials, staffing, and preparationall of which were secured in anticipation of your attendance. These are actual and legitimate expenses.
  
  We made multiple efforts to reschedule you. Over the course of 14 months following your cancellation, we reached out to you countless times to accommodate your original request to attend a future event. Unfortunately, we received no response to these follow-ups.
  
  Only 14 months later Mr. ****** over a year later, you request a refund. By this time, your flight voucher and travel vouchers had expired, and the event you purchased had long since passed. Despite this, you submitted a chargeback with your credit card company, which we fully responded to, providing documentation of our communications, costs incurred, and our efforts to assist him. The credit card company ruled in our favor and declined your refund request. You then filed a complaint with your county and we are in the midst of that as well, as I provided all the documentation and the information you accidentally omitted. 
  
  Our terms and conditions are clearly outlined despite the fact that you stated that no policy was presented to you during checkout. However, at the time of registration, he was required to acknowledge our cancellation and refund policy, which clearly states that due to the nature of the event and the expenses incurred to secure attendance, no refunds are permitted once travel has been secured. This was also reiterated when the travel itineray was sent to you. 
  
  Despite these facts, and in the spirit of fairness and goodwill, we remain willing to accommodate you Mr. ***** by allowing you to attend a future Epic Real Estate Intensive at no additional cost. While the original travel vouchers have expired due to the passage of time, we are absolutely open to working with you so that he can still receive the value of the service you purchased. We have always acted with professionalism and transparency, and we remain committed to finding a reasonable path forward for you, Mr. ***** to receive the training and support you originally sought.

  Customer Answer

  Date: 07/15/2025

   
  Complaint: 23529641
  
  I am rejecting this response because EPIC Real Estates response is riddled with contradictions, inaccuracies, and misleading claims.
  
  
  I notified EPIC as soon as I became aware I would not be able to attend due to a medical crisis. At the time, I described the issue as a family emergency which was technically true but understated the severity of my condition. I underwent four vascular procedures, developed life-threatening blood clots, and was medically barred from travel for over 9 months. Full documentation was later provided through formal dispute and complaint channels.
  
  
  Their assertion that I never disclosed the nature of the issue is technically accurate early on but irrelevant. I was not required to share personal medical information to justify my inability to attend. I acted promptly, respectfully, and in good faith.
  
  
  Their statement that they reached out countless times over 14 months is false. My early communications were met with vague reassurances that I could reschedule. After that, I received no contact. I resumed communication in April 2025 when it became clear that, due to the financial and medical aftermath, I could not participate and required a refund.
  
  
  Their cost claims are misleading. ***** own documentation confirms a $149.60 flight voucher. The event was hosted on their own property, with no lodging costs paid to a third party, as the "hotel" in question is a property owned by **** ********* and/or EPIC Real Estate. No breakdown of actual incurred expenses was ever provided. Suggesting that staffing or event preparation for one seat justifies retaining $2,297 is not credible.
  
  
  Their claim that I agreed to a no-refund policy is unsubstantiated. I was never required to check a box, click a link, or affirmatively accept such terms. The *** requires material terms like refund restrictions to be clear, conspicuous, and unavoidable EPIC failed on all counts.
  
  
  Notably, their own website (**************************) prominently displays 100% Satisfaction Guaranteed on the homepage with no asterisk, no exclusions, and no disclaimers. I saw that message and clicked through to their live event. That promise was part of my purchasing decision.
  
  
  Furthermore, ***** website clearly states that attendees must have a credit score of 680+ to attend. Due to the medical and financial hardships that followed, I no longer met that threshold making me ineligible by their own criteria. Yet they denied me a refund while refusing to deliver a service they say I could not even use.
  
  
  Their offer to allow me to attend in the future is not a solution. I have made clear that I am unable to participate. **** retained my funds, delivered no service, and continues to misrepresent the facts. I respectfully request that the BBB record this complaint as unresolved and flag their 100% satisfaction guarantee claim for further review.
  
  Sincerely,
  
  ******* *****

  Business Response

  Date: 07/18/2025

  We appreciate the opportunity to respond to Mr. ****** follow-up and would like to respectfully address several key points he raised.
  First and foremost, Mr. ***** is correct in stating that he was not obligated to share personal medical information to justify his inability to attend. However, in his written email dated March 20, 2024, Mr. ***** explicitly stated:
  "Not asking for a refund, just a note to let you know I cannot make it. I've had a personal/family issue come up in the last several days and had hoped it would resolve by now, but it has not."
  This message was received just two days before the scheduled event, and he was clear at that time that he was not requesting a refund.
  
  In regard to communication, we respectfully disagree with Mr. ****** assertion that he received no outreach. We have documented email correspondence and records of multiple phone attempts an emails to contact him over the course of several months following his cancellationnone of which received a response. This documentation was submitted as part of our response to the credit card dispute he filed, as well as the dispute to the *********************** which were ultimately resolved in OUR favor.
  
  With respect to the cost and location of the event, Mr. ***** inaccurately claims that the venue is a property owned by EPIC Real Estate or **** *********. This is factually incorrect. A simple review of public records will confirm that neither EPIC Real Estate nor **** ********* owns the hotel property or the office where the event was hosted.
  
  Regarding his mention of the $149.60 flight voucher, this amount is indeed accurate and was clearly communicated to Mr. ***** in writing. We provided a full itinerary with flight booking confirmation numbers (from the airlines), hotel confirmation numbers.  As with any live event, additional fixed costs are incurred well in advance, including staffing, catering, materials, and venue deposits, all of which are secured based on committed attendance.
  
  Mr. ***** also references a 100% Satisfaction Guaranteed claim from our website. Its important to clarify that this refers specifically to our digital educational platform, which is a separate product line. The live event Mr. ***** enrolled in was governed by its own terms, including a clearly stated refund policy. The minimum FICO score of 680 is a suggestion, as the curriculum was tailored for attendees ready to begin investing. These event-specific criteria and policies were available on our event page and confirmed via phone and email.
  
  Lastly, although more than 14 months have passed, we continue to act in good faith. Mr. ***** does not need to travel to benefit from the program. We remain willing to grant him full virtual access to the content, including group coaching calls, digital tools, and full support. This offer allows him to receive the value he originally signed up for, on a flexible, accessible platform.
  
  EPIC Real Estate is committed to transparency, professionalism, and doing whats right. We respectfully consider this matter closed on our end, but our support remains available to Mr. ***** should he choose to take advantage of the resources offered to him.

  Customer Answer

  Date: 07/21/2025

   
  Complaint: 23529641
  
  I am rejecting this response.
  
  I appreciate the BBB providing this forum for response. However, EPICs latest reply is riddled with misstatements, half-truths, and attempts to deflect from the central issuenamely, that they refused a reasonable refund after I was unable to attend due to serious medical complications. Their own responses reflect a continuing pattern of dishonesty, which I outline below:
  
  1. Initial Message Was Not a Waiver of Rights
  Yes, in March 2024, I notified EPIC that I could not attend due to a personal/family emergency. I did not request a refund at that time, which is truebut declining to ask for a refund in that moment does not mean I waived my right to pursue one later, especially as circumstances evolved. Their attempt to twist this into a final and binding forfeiture is both unreasonable and unsupported.
  
  2. EPICs Documented Outreach Is Unverified
  EPIC continues to insist they attempted to contact me countless times over the following 14 months. Yet they have never provided actual proofno email headers, timestamps, copies of messages, or call logs after several brief exchanges on March 20, 2024. I received only one generic follow-up after my initial cancellation via text from their representative, which simply stated I could reschedule at a later date. I informed their agent this would not be possible, as my situation was evolving negatively. Since that exchange, silence. If EPIC is claiming otherwise, they should show the documented proof.
  

  3. Misleading Claims About the Event Venue and Accommodations
  In their latest response, EPIC is now parsing technicalities to claim the event venue is not owned by them. Even if he does not personally hold the deed, **** hosts the event monthly in their own office space, which they already lease. There is no cost associated with me entering a conference room they already use daily.
  
  Additionally, **** Theriaults own promotional video for EPIC explicitly described the property used for accommodations as theirsportraying it as a symbol of success and a tangible result of their investment strategies. Even if technically/legally not owned, accommodations for the event are provided at ********** at ************, located at ******************************************** location **** repeatedly uses for their monthly events.

  This same property is listed on major booking platforms as offering full refunds for cancellations, further undercutting any claim of non-recoverable losses. (See attachment)
  
  Thus, whether these properties are theirs or not, EPIC is still engaging in intentional obfuscation. The venue clearly does not incur unrecoverable costs for cancellations like mine, especially when notified in advance. This detail is both verifiable and contradicts EPICs unsubstantiated claims of financial harm.

  4. No Itemized or Substantiated Costs Provided
  EPIC mentions staffing, materials, and catering as expenses, but againtheyve provided no receipts, documentation, or breakdown to justify any claimed loss beyond the $149.60 flight voucher (which I acknowledged and do not dispute). Their vague, repeated references to costs incurred are hollow without evidence. Additionally, this event occurs monthly, and I was not the only person attending. Any preparation was reusednot uniquely customized for me.
  

  5. Misrepresentation of the 100% Satisfaction Guarantee
  **** now says the 100% Satisfaction Guarantee only applies to a separate digital platform. However, their homepage makes no such distinction. The guarantee was a prominent claim and influenced my purchase decision. The fact that the navigation on their homepage landed on a different URL was unnoticable, as the click was seamless. Per FTC policy, refund conditions and limitations must be clearly disclosed prior to purchase, not hidden, buried in legal speak on a separate page, or selectively applied post-sale.
  
  6. 680+ Credit Score Requirement Was Not SuggestedIt Was Mandatory
  Their website clearly states:
  Were only accepting 10 people. And you need a 680+ credit score to even be considered. (bolded by me for emphasis. See attachment)
  That is not a suggestionit is a disqualifier. Due to financial strain caused by my medical situation, I no longer met that threshold, rendering me ineligible to attend.
  
  7. EPIC ***************************** Filings
  EPIC references a dispute with the *********************** that they claim was resolved in their favor. This is inaccurate. I filed with the ************************************ (****) against ***********, not EPIC. To date, my CFPB case remains open. I also filed with the *** and my state Attorney General who forward my complaint to the *********************************************, but none of these agencies have ruled in EPICs favor. Any statement to that effect is categorically false and intentionally misleading. (See attachments)
  
  8. Their Virtual Access Offer Is Not Good Faith
  Only after mounting public and legal pressure did EPIC float the idea of virtual access. This was never offered prior to my refund request, and their tone throughout has been dismissive and antagonistic. Offering digital content now is not equivalent to fulfilling the original in-person event experience I paid for.
  
  Conclusion
  EPICs continued shifting narratives, contradictory statements, and inability to provide real documentation further highlight their lack of integrity in this transaction. I stand by my original request for a full refund minus the $149.60 flight voucher, which I do not dispute. **** has failed to honor their own stated standards and has instead doubled down on obfuscation.
  
  Thank you again for your time and attention.
  

  Sincerely,
  ******* *****