Privacy Policy

Your privacy is important to us at The Retirement Masterclass. We are committed to maintaining the accuracy, security and confidentiality of your personal information in accordance with and subject to the applicable provisions of the United States' federal and state privacy laws and legislation that apply to this website.

If we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.

The Retirement Masterclass may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you agree with any changes.

Consent

By submitting personal information to The Retirement Masterclass via this website or to its agents, you agree that we may collect, use and disclose such personal information in accordance with this privacy policy, the privacy preferences you have made known to us and that are permitted or required by law governing such policies.

What We Collect

We collect personal information about you to enable us to serve you better and to develop our business, operations and commerce relationships. The personal information we may collect includes:

Your name

Contact information, including your email address and mobile phone number

Preferences and other information relevant to customer surveys and/or offers

Information you voluntarily provide when you register for our masterclass, webinars, events or other services, or when you communicate with us

How We Use Information

We use the information we collect for the following purposes:

Internal, business-related recordkeeping

To improve our products and services

To respond to your inquiries and provide the services you request, such as registering you for a masterclass session or scheduling an appointment

To periodically send promotional and/or informational emails about new products, special offers or other information that we think you may find interesting, using the email address that you have provided

To send informational text (SMS) messages, such as registration confirmations, appointment and event reminders, and related updates, to the mobile number you have provided, where you have opted in to receive them

SMS / Text Messaging and Mobile Information

If you opt in to receive text messages from The Retirement Masterclass, we will use your mobile phone number solely to send you the informational messages you have consented to receive, such as confirmations and reminders.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of use and sharing described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

You may opt out of text messages at any time by replying STOP to any message you receive from us, and you can get assistance by replying HELP. For full details, please see the SMS / Text Messaging Terms in our Terms of Use.

Sharing of Information

We do not sell your personal information. We may share personal information with trusted service providers who perform services on our behalf, such as website hosting, email delivery and appointment scheduling, and only to the extent necessary for them to provide those services. These providers are required to keep your information confidential and may not use it for any other purpose. We may also disclose personal information where required or permitted by law.

For clarity, and as stated above, mobile phone numbers and SMS opt-in consent are never shared with third parties or affiliates for marketing or promotional purposes.

Security

We take reasonable administrative, technical and physical measures designed to protect the personal information we hold against loss, theft and unauthorized access, use or disclosure.

Contact

Questions about this privacy policy can be sent to team@theretirementmasterclass.com.