Privacy Policy

This Privacy Policy describes how The Retirement Institute ("we," "our," or "us") collects, uses, maintains, and protects information collected from users ("Users") of https://retirementinstitute.org/ ("Site"). This Privacy Policy applies to the Site and all products, services, educational resources, and programs offered by The Retirement Institute.

Personal Information We Collect

We may collect personal information from Users in a variety of ways, including when you:

* Visit our website
* Register for a workshop or educational event
* Request educational materials
* Schedule a visit with a member advisor
* Complete a contact or registration form
* Subscribe to emails or newsletters
* Participate in surveys or other activities offered through the Site

The personal information we collect may include your name, email address, phone number, mailing address, or other information you voluntarily provide.

You may visit portions of our Site anonymously. We collect personal information only when you voluntarily submit it. Choosing not to provide certain information may limit your ability to participate in some Site features or services.

Non-Personal Information

We may automatically collect non-personal information whenever you interact with our Site. This information may include:

* Browser type
* Device type
* Operating system
* Internet service provider
* IP address
* Pages visited
* Time spent on the Site
* Referral sources
* Other technical usage information

We may also use analytics tools, including Google Analytics or similar services, to better understand website traffic and improve the user experience.

Cookies

Our Site may use cookies and similar technologies to enhance your experience, remember preferences, analyze website traffic, and improve our services.

You may choose to configure your browser to refuse cookies or alert you when cookies are being used. Please note that some portions of the Site may not function properly if cookies are disabled.

How We Use Your Information

The Retirement Institute may use collected information to:

* Provide educational resources, workshops, and services
* Respond to inquiries and requests
* Register you for educational events
* Connect you with a member advisor if you request an educational visit
* Improve our website, programs, and educational offerings
* Personalize your experience
* Communicate important updates or announcements
* Send newsletters, educational materials, or other information you have requested
* Maintain the security and integrity of our website

If you no longer wish to receive email communications, you may unsubscribe using the link included in our emails.

How We Protect Your Information

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, disclosure, alteration, or destruction.

While we strive to protect your information, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Sharing Your Information

We do not sell, rent, or trade your personal information.

We may share information with trusted service providers who assist in operating our website or delivering our educational programs, provided those providers agree to keep the information confidential.

We may also disclose information when required by law or when necessary to protect our legal rights or the safety of others.

We may share aggregated or de-identified information that cannot reasonably be used to identify an individual.

Member Advisor Information

If you request to meet with a member advisor, we may share the information you voluntarily provide with an appropriate member advisor so they can respond to your request.

Member advisors are independent professionals and are solely responsible for the services they provide.

Educational Disclaimer

The Retirement Institute is a 501(c)(3) nonprofit educational organization.

Visits with member advisors are educational in nature and are not, and should not be construed as, legal, tax, accounting, or investment advice. Member advisors are independent and are solely responsible for the services they provide.

Any potential tax or financial outcomes discussed depend on your individual circumstances and can vary. Please consult a qualified professional before making financial, legal, tax, or investment decisions. Requesting a visit with a member advisor places you under no obligation.

Third-Party Websites

Our Site may contain links to third-party websites for your convenience. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our website is intended for adults seeking retirement education. We do not knowingly collect personal information from children under the age of 13.

Changes to This Privacy Policy

The Retirement Institute may update this Privacy Policy from time to time. When changes are made, we will update the "Last Updated" date below.

Your continued use of the Site following any revisions constitutes your acceptance of the updated Privacy Policy.

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us through:

https://retirementinstitute.org/

© 2026 The Retirement Institute. All rights reserved.

The Retirement Institute is an independent 501(c)(3) nonprofit organization dedicated to educating and empowering individuals to make informed retirement decisions. Through educational programs, resources, and community outreach, The Retirement Institute helps retirees and pre-retirees navigate the complexities of retirement planning.