Financial Workshops Financial Training & seminars Financial Workshops Financial Training & seminars Financial Workshops Financial Training & seminars
 
Privacy Policy >>
Attendees of Financial Workshops, LLC programs are required to pre-register to obtain their workbook and certificate of completion. Since virtually all of the programs provided discuss investing and the use of stocks, bonds or mutual funds, the Broker/Dealers of registered representative instructors requires us to maintain a permanent record of all attendees for compliance purposes.

In that process, workshop attendees are asked to provide name, address and contact information so that updated or corrected information pertaining to the program may be forwarded at no cost. We do not require confidential information such as social security numbers or other sensitive information in this process. We always have and will continue to take very seriously the obligation to keep such information confidential and private. Under federal law you have the right to know what information is collected about you and how that information will be used.

We will not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. We do not sell information about you to any other company, individual or group.

We restrict access to nonpublic information about you to those employees who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We may only use this information to make you aware of other products or services we may offer.

No action is required on your part. This notice is meant to inform you how we safeguard your nonpublic personal information.

Thank you for reviewing our privacy commitment to you and for your trust in us.



Financial Workshops, Training & seminars, 11350 Tomahawk Creek Parkway, Suite 125 - Leawood, KS 66211 - 913.402.0317 phone - 800.875.1919 toll-free - 913.402.1032 fax
© Financial Workshops, LLC