About this notice
Last updated: November 9, 2026
(we, us or our), operates this seminar website and the seminar registration and follow-up services described on that website. This notice explains how we collect, use and disclose personal information when you visit our pages, register for an event, request information or communicate with us.
Contact us about privacy at [email protected] or 26 Solar Way, Cape May Court House NJ 08210.
Information you provide
We collect the information you choose to provide, such as your name, email address, phone number, mailing address, selected event and session, guest count, interests, questions, communication preferences and consent choices. We also keep registration, attendance, appointment and correspondence records. If a form asks about your planning goals, retirement circumstances or financial ranges, we collect the answers you choose to give.
Please do not submit Social Security numbers, Medicare identification numbers, account credentials, payment-card details, detailed medical records or confidential legal documents through a seminar registration form.
Information collected automatically
Our website and its service providers may collect your IP address, browser and device information, approximate location, referring page, campaign identifiers, pages viewed, interactions and event timestamps. Cookies, pixels and similar technologies may associate a visit or registration with an advertising campaign or prior visit. See our Cookie Notice for the tools used on this website and your available choices.
Public records and other data sources
We may obtain information from publicly available records and licensed third-party data providers, and combine it with the contact or registration information you give us. Depending on the services involved, this information may include age or age range, household characteristics, homeownership, estimated home value, estimated household income, wealth or liquid assets, and modeled investment-related indicators.
Some of this information is estimated or inferred. Household estimates may describe a family or household rather than your individual circumstances. They can be incomplete or inaccurate and are not verified account balances. We use this information to improve record accuracy, understand interests in our events and services, and tailor relevant communications and follow-up, subject to applicable law and your choices.
This seminar registration process does not authorize us to obtain a credit report or perform a credit check. We do not use these marketing estimates to determine eligibility for credit, employment, housing or insurance, or as a substitute for information required in a professional suitability or client assessment. You can contact us to ask about the information we hold, request a correction or exercise applicable privacy rights.
How we use information
We use information to register you and your guests, manage capacity and attendance, send event confirmations and updates, respond to questions, arrange requested appointments and provide support. We also use it to keep records accurate, protect our systems, measure event and campaign performance, improve our services and meet legal obligations.
Where permitted by law and consistent with the choices you make, we may send information about relevant seminars or services. Registration by itself does not provide every permission required for marketing calls, text messages, data sharing or other regulated activity.
Who receives information
Our staff and the identified seminar host or professional may access the information needed to manage the event and respond to your request. We also disclose information to providers that help us deliver these services, such as website hosting, registration forms, customer relationship management, event operations, email and text delivery, analytics, security and data matching. KeyWave Digital LLC may support these activities as a marketing and technology service provider.
Providers receive information needed for their work, subject to applicable contractual and legal restrictions. Where we enable advertising or embedded third-party tools, those providers may receive identifiers and website activity under the terms and choices described in our Cookie Notice and any applicable advertising disclosure.
We may disclose information when required by law, to protect rights or safety, or in connection with a business transfer subject to applicable law. Any additional sharing for another business's independent marketing requires the disclosure and permission applicable to that activity. We will identify a separate recipient when the law requires it.
Text messaging information
We do not sell or share your mobile number, text-message opt-in information or consent with third parties or affiliates for their own marketing or promotional purposes. We may provide this information to service providers that support our own messaging program, such as message-delivery providers, under appropriate restrictions. This limitation controls over any broader sharing description in this notice.
You may reply STOP to opt out of text messages or HELP for help. You may also contact us at [email protected]. We honor applicable withdrawal and do-not-contact requirements. Marketing permission is optional and is not a condition of purchasing services or registering for a seminar.
Your choices and privacy rights
You may unsubscribe from marketing emails through the link in those messages and withdraw text-message permission as described above. You can use the choices described in the Cookie Notice to manage optional tracking. A browser privacy setting may not control all server-side processing or previously collected information.
Depending on where you live and which laws apply, you may have rights to know about or access your information, obtain a copy, correct inaccuracies, request deletion, withdraw consent, limit certain sensitive-data uses, or opt out of sale, sharing, targeted advertising or certain profiling. We do not discriminate against you for exercising applicable rights.
Submit a request to [email protected], or contact the seminar host using its published contact details. We may verify your identity and an authorized agent's authority before responding. You may appeal a denied request through the same contact methods where applicable. We respond within the time required by applicable law. Some information may be retained or a request limited where law permits or requires it.
To exercise an applicable right to opt out of sale, sharing or targeted advertising, contact [email protected]. We honor legally required opt-out preference signals where applicable. Ordinary browser Do Not Track settings are distinct from legally recognized opt-out preference signals.
Retention and security
We keep personal information for as long as reasonably needed for the purposes described here, taking account of the type of information, event and client relationship, consent records, legal duties and dispute needs. We then delete, deidentify or securely isolate information as appropriate.
We use reasonable safeguards designed to protect information. No internet transmission or storage system is completely secure, and we cannot guarantee absolute security.
Other websites and minors
Links and embedded services may take you to another provider's website or form. Review that provider's privacy information as well as this notice. Its separate processing is governed by its own terms and applicable law.
Our seminar registration services are intended for adults. We do not knowingly solicit personal information from children under 18. Contact us if you believe a child has submitted personal information.
Seminar-specific information
The seminar host identified on the registration page is responsible for the Medicare-related services it provides. We use registration details to arrange your attendance and respond to your stated requests. Please do not submit Medicare identification numbers or medical records through this registration page.
Where applicable Medicare rules require permission before beneficiary information is shared with another marketing organization or before follow-up contact, we obtain that permission separately. A general privacy acknowledgment does not replace a required recipient-specific written choice or permission-to-contact form.
Changes and contact
We may update this notice to reflect changes in our practices or legal requirements. We will revise the effective date and provide additional notice or obtain consent when required.
For questions or requests, contact at [email protected] or 26 Solar Way, Cape May Court House NJ 08210.