Effective Date: 05/14/2025

The Establishment (“we,” “our,” or “us”) is committed to protecting the privacy and security of those who engage with our financial education programs, events, and digital content. This Privacy Policy outlines how we collect, use, and protect your information through our website, event registrations, and marketing activities.

Information We Collect

We collect the following types of information:

• Personal Information: Name, email address, phone number, and other contact details you may provide when registering for an event, subscribing to communications, or submitting a contact form.

• Educational Interests: Your preferences regarding financial topics or programs you choose to participate in.

• Technical Data: Device type, IP address, browser details, and pages viewed, collected via cookies or analytics tools.

• Marketing Interactions: Your engagement with our email campaigns, social media content, and advertisements.

How We Use Your Information

We use your information to:

• Register you for events and provide program updates

• Send educational materials, newsletters, and event invitations

• Improve our website content and outreach strategies

• Conduct targeted marketing and advertising to promote relevant programs and services

• Comply with applicable laws and regulatory requirements

Digital Advertising & Cookies

We may use cookies and tracking technologies to:

• Analyze user behavior and improve user experience

• Deliver targeted ads through platforms like Google, LinkedIn, or Facebook, based on your interests and site activity

• Measure campaign effectiveness

You can disable or manage cookies through your browser settings.

Sharing of Information

We do not sell your personal information. We may share data with:

• Marketing and analytics vendors who support our outreach

• Event co-hosts or partners, when applicable

• Our affiliated firm, Vision Financial Group, and its representatives, when follow-up services are requested

• Regulatory authorities, if required by law

Security

We maintain administrative, technical, and physical safeguards to protect your personal data. Despite our efforts, no method of transmission over the internet is completely secure.

Your Rights and Choices

You may:

• Unsubscribe from emails using the link provided in our communications

• Request to access or delete your personal data by contacting us

• Adjust cookie settings through your browser

Third-Party Links

Our content may include links to third-party websites. We are not responsible for the privacy practices of those sites.

Licensing & Legal Compliance

The Establishment is an educational initiative of Vision Financial Group. In some cases, financial professionals participating in our programs may be licensed to offer financial services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Licensing disclosures will be provided where applicable. Participation in educational events does not constitute a solicitation of financial services unless explicitly stated and properly disclosed.

We are licensed to conduct business in certain jurisdictions and cannot engage with individuals in states where we are not authorized.

Updates to This Policy

This policy may be updated periodically. Please refer to the “Effective Date” above for the most recent version.