Smart Retirement School

Privacy Policy

Last Updated: October 15, 2026

1. Overview

Smart Retirement School ("SRS", "we", "us", or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines our practices regarding the collection, use, disclosure, and protection of information obtained through smartretirementschool.com and related workshop reservation channels.

2. Information We Collect

When you reserve a seat for an educational workshop, we collect:

  • Contact Information: First and last name, email address, and mobile telephone number.
  • Reservation Preferences: Number of seats reserved (1 or 2), notes or accommodation requests.
  • Educational Profile: Estimated retirement stage (e.g., within 5 years), broad retirement savings bracket, and educational topics of interest.
  • Technical & Consent Data: IP address, browser user agent, date/time stamp, and record of affirmative SMS/email consent.

We never collect Social Security numbers, banking account credentials, or credit card details on seminar registration forms.

3. How Your Information Is Used

We use your personal data to:

  • Confirm and manage your workshop seating reservation.
  • Deliver transaction notifications, venue directions, parking alerts, and educational reminders via email and text message.
  • Provide the presenting instructor with an attendee list and classroom demographic overview.
  • Maintain verifiable records of consent in compliance with the Telephone Consumer Protection Act (TCPA) and carrier A2P 10DLC guidelines.

4. Mobile Phone Numbers & SMS Privacy Protection

Strict Guarantee: Mobile phone numbers and text messaging opt-in consent records collected through Smart Retirement School will NEVER be sold, rented, shared, or transferred to third-party affiliates or data brokers for marketing or promotional purposes. SMS messaging is utilized solely for transactional workshop communication directly related to your seat reservation.

5. Disclosure to Workshop Presenters

Because Smart Retirement School workshops are sponsored by independent licensed financial professionals, your registration details (name, email, phone, and educational topic preferences) are shared with the designated presenter for the workshop you choose to attend. Presenters agree to hold your information confidentially and adhere to strict financial industry compliance rules.

6. Your Rights & Data Deletion

You have the right to inspect, update, or request the deletion of your personal records. To request removal of your data from our systems, please contact our privacy compliance desk at privacy@smartretirementschool.com.