Privacy Policy

Wealth Planning Seminar ("we," "our," or "us"), a program operated by Advanced Global Research LLC, operates wealthplanningseminar.com (the "Service"). This page explains how we collect, use, and share personal information when you use our Service, and the choices you have.

Information We Collect

When you register for a seminar through our Service, we collect:

• Contact information: first name, last name, email address, phone number.
• Event preferences: selected session date, age range, and any optional information requested by the specific event's registration form.
• Consent records: whether you opted in to text messages, when, and the wording you agreed to.
• Technical data: IP address, browser type, device information, and referring page.
• Tracking data: via cookies, Meta Pixel, and similar technologies to measure ad performance and improve our Service.

How We Use Your Information

We use the information we collect to:

• Confirm your registration and send event-related reminders by email, and by text message if you opted in.
• Share your registration with the financial professional ("seminar host") presenting the event you registered for, so they can coordinate your attendance.
• Measure and improve the effectiveness of our marketing campaigns (including via Meta/Facebook advertising tools).
• Respond to inquiries and provide customer support.
• Comply with legal obligations.

Text Messages (SMS)

If you check the text-message box when you register, Wealth Planning Seminar will send event reminder texts to the number you provide: a confirmation, a reminder the day before, and a reminder shortly before the seminar. Message frequency varies (about 3 messages per seminar). Message and data rates may apply. Reply STOP to any message to opt out, or HELP for help. Consent to receive texts is not a condition of attending.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are never shared with or sold to any third party. The sharing described below excludes this information.

Email Communications

Every email we send includes an unsubscribe link. You may also email us at [email protected] to opt out.

Sharing of Information

We share your registration details (name, email, phone, and form answers) only with the seminar host for the event you registered for. We do not sell your personal information. We use service providers (such as Mailgun for email delivery, Twilio for text messages, and Meta for advertising measurement) who process data on our behalf and only to provide their services to us. We may also disclose information when required by law.

Data Retention

We keep your registration information only as long as needed to run the seminar and follow up on it, and to comply with legal obligations. You may request deletion at any time by emailing [email protected].

Your Privacy Rights

Depending on where you live, including California and other states with consumer privacy laws, you may have the right to know what personal information we hold about you, to receive a copy of it, to correct it, to delete it, and to opt out of the sale or sharing of personal information for targeted advertising. We do not sell personal information. To make a request, email [email protected]; we will verify your request and respond within the time required by law. We will not discriminate against you for exercising these rights.

Cookies and Tracking

We use cookies and similar technologies, including the Meta Pixel, to measure ad performance and improve user experience. You can disable cookies via your browser settings, though some features may not function correctly without them.

Children's Privacy

Our Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page will reflect any changes.

Contact

Questions or requests regarding this policy: [email protected].