Privacy Policy

Last Updated: 11/24/2025

At The Wealth Solutions Group (“we,” “us,” “our”), we are committed to safeguarding your personal information and maintaining your trust. This Privacy Policy explains how we collect, use, store, and protect your information when you register for a workshop, request information, or engage with our educational content, marketing communications, and services. By submitting your information through our website or registration forms, you agree to the terms outlined in this Privacy Policy.

1. Information We Collect

We collect personal information to provide you with educational resources, confirm your workshop registration, and share relevant retirement planning information. The types of information we may collect include: Contact Information: Name, email address, phone number, mailing address.

  • Registration Details: Workshop dates, locations, and attendance preferences

  • Optional Questionnaire Responses: Information you provide through assessments or surveys

  • Technical Information: IP address, browser type, and usage data when interacting with our website or emails

  • We only collect information you voluntarily provide or that is automatically collected through standard web technologies.

2. How We Use Your Information

We use your information to support your workshop experience and provide ongoing value through educational communication. This includes:

Confirming and reminding you about your upcoming workshop.

  • Sending follow-up educational content related to retirement planning

  • Delivering marketing messages, including email newsletters and SMS updates

  • Sharing links to videos, resources, and personalized assessments

  • Improving our workshops, website, communications, and user experience

  • Responding to inquiries or service requests

  • You may unsubscribe or opt out of these communications at any time.

3. SMS/Text Messaging

By providing your phone number during workshop registration or through our forms, you automatically consent to receive:

Workshop confirmation and reminder texts.

  • Workshop confirmation and reminder texts

  • Educational SMS messages

  • Occasional promotional messages related to retirement planning

Message frequency varies. Standard message and data rates may apply depending on your mobile carrier.

You can opt out at any time by replying STOP to any text message we send.

4. Email Communications

By providing your email address, you consent to receive:

  • Workshop reminders

  • Educational content

  • Marketing emails

  • Personalized reports (when requested)

You may unsubscribe from email communications at any time by clicking the “unsubscribe” link included in our emails.

5. How We Protect Your Information

We take the security of your personal information seriously. We use reasonable administrative, technical, and physical safeguards to protect your data from unauthorized access, misuse, loss, or alteration. However, no system can guarantee complete security, and you acknowledge that you provide information at your own risk.

6. Sharing Your Information

We do not sell or rent your personal information. We may share your information only with:

  • Trusted service providers who assist with email delivery, SMS messaging, appointment systems, or website hosting

  • Internal team members responsible for workshop coordination and client communication

These third parties are required to protect your data and use it only for the purposes we specify.

We may also share information if required by law, regulation, or legal process.

7. Data Retention

We retain your information only as long as necessary to:

  • Provide you with educational content

  • Support your workshop experience

  • Comply with legal and regulatory requirements

  • Maintain business records consistent with industry standards

You may request deletion of your information at any time (see Section 10).

8. Cookies and Website Tracking

Our website may use:

  • Cookies

  • Analytics tools

  • Tracking pixels

These help us understand website activity, improve user experience, and deliver relevant content. You can disable cookies through your browser settings, though certain features may not function properly.

9. Children’s Privacy

Our workshops and services are intended for adults. We do not knowingly collect personal information from children under age 18.

If we become aware that we have collected information from a minor, we will delete it promptly.

10. Your Rights & Choices

You have the right to:

  • Opt out of SMS messaging

  • Unsubscribe from emails

  • Request access to your information

  • Request corrections or updates

  • Ask us to delete your personal data

  • Withdraw consent for marketing communications at any time

To submit a request, please contact us at:
 📧 [email protected]
📞 800-971-0001

11. Changes to This Privacy Policy

We may update this policy from time to time. Changes will be posted on this page with an updated “Last Updated” date. Continued use of our website or services indicates acceptance of the revised policy.

12. Contact Us

If you have any questions about this Privacy Policy or how your information is used, please contact us:

The Wealth Solutions Group
 📧 [email protected]
📞 800-971-0001
🌐 www.thewealthsolutionsgroup.com

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