Privacy Policy

Last updated: December 2025

Who we are

We provide educational content and events related to retirement and estate planning. This Privacy Policy explains how we collect, use, and share information when you visit our website, register for events, or otherwise interact with us.

Information we collect

We may collect:

Contact information: name, email address, phone number, mailing address.
Event information: event you register for, date/time, location, number of guests, advisor/firm associated with the event.
Communication information: your responses to emails or texts we send, and any messages you send us.
Technical information: IP address, browser type, device identifiers, pages viewed, and interactions with our site.
Marketing/analytics information: data collected via cookies, pixels (including Meta/Facebook Pixel), and similar technologies about how you interact with our ads and website.

How we collect information

We collect information:

Directly from you when you fill out forms, register for events, or communicate with us.
From advisors or firms who partner with us to host events.
Automatically, through cookies, pixels, and similar technologies on our website and landing pages.

How we use information

We may use your information to:

Process and manage your event registrations.
Send confirmations, reminders, updates, and follow‑up messages about events.
Connect you with the advisor or firm hosting the event you registered for.
Improve our website, communications, and marketing campaigns.
Analyze performance of our ads and seminars.
Comply with legal and regulatory requirements and protect our rights.

How we share information

We may share your information with:

Advisors and partnering firms: If you register for an event, we share your registration details with the advisor or firm hosting that event so they can manage attendance and follow up with you.
Service providers: Companies that help us operate our business (e.g., website hosting, email/text platforms, analytics and advertising partners such as Meta/Facebook).
Legal and compliance purposes: When required by law, regulation, or legal process, or to protect our rights and the rights of others.

We do not sell your personal information to third parties.

Cookies, pixels, and similar technologies

Our website and landing pages may use cookies, pixels (including the Meta/Facebook Pixel), and similar tools to:

Understand how visitors use our site.
Measure the performance of our advertising.
Show you more relevant ads based on your interests.

You can manage cookies through your browser settings. Some advertising partners also provide opt‑out tools for interest‑based advertising.

SMS text messaging

If you provide your mobile phone number and consent to receive SMS messages:

Types of messages: We may send you text messages related to event confirmations, reminders, updates (including waitlist or cancellation notices), and limited follow‑up communications after an event.
Frequency: Message frequency may vary based on the number of events you register for and necessary reminders (for example, several reminders per event).
Opting out: You can opt out of SMS messages at any time by replying STOP to a text from us. You may also contact us using the details in the “Contact us” section below. After you opt out, we may still send you non‑marketing messages when required by law or to respond to your requests.
Costs: Message and data rates may apply according to your mobile plan. We are not responsible for charges imposed by your carrier.
Sharing: We may use third‑party SMS providers to deliver messages, and they will process your phone number and message content on our behalf. We do not sell your phone number to third parties.

Data retention

We retain personal information for as long as necessary to:

Provide our services and manage events.
Meet legal, accounting, or reporting obligations.
Resolve disputes and enforce agreements.

When information is no longer needed, we will delete or anonymize it where reasonably possible.

Your choices

Depending on your location and applicable law, you may have the right to:

Access, correct, or delete certain personal information.
Object to or restrict certain processing.
Opt out of marketing emails by using the “unsubscribe” link in our messages.
Opt out of marketing texts by replying STOP to a text message.

To exercise these rights, contact us using the information below.

Third‑party websites

Our website and emails may link to third‑party websites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies.

Children’s privacy

Our services and events are intended for adults. We do not knowingly collect personal information from children under 13 (or other age as defined by local law). If you believe we have collected such information, please contact us and we will take appropriate steps to delete it.

International users

If you access our site from outside the United States, your information may be processed and stored in the United States or other countries, which may have different data‑protection laws than your country of residence.

Changes to this policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top indicates when changes were made. Your continued use of our site after changes are posted means you accept the updated policy.

If you have questions about this Privacy Policy or wish to exercise your privacy rights, you can contact us at:

Retirement Boost
Email: support@retirementboost.org
Mailing address: Retirement Boost

2142 S Shore Dr SE, Ste 102

Grand Rapids, MI 49508