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Privacy Policy

Effective Date: August 1, 2026

Planning Affiliates LLC respects your privacy and is committed to protecting the personal information you choose to share with us.

Information We Collect

We may collect information you voluntarily provide, including your name, email address, telephone number, mailing address, and other information submitted through contact forms, event registrations, surveys, or other communications.

Our website may also collect limited technical information such as your IP address, browser type, device information, and pages visited to help improve website performance and user experience.

How We Use Your Information

Information you provide may be used to:

Respond to your inquiries.
Provide educational resources and requested information.
Register you for educational events or programs.
Improve our website and services.
Comply with applicable legal and regulatory requirements.

We do not sell your personal information.

Information Sharing

We do not share personal information except:

When necessary to provide requested services.
When required by law or regulation.
With trusted service providers who assist in operating our business and are required to protect your information.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information; however, no method of electronic transmission or storage is completely secure.

Third-Party Websites

Our website may contain links to third-party websites. Planning Affiliates LLC is not responsible for the privacy practices or content of those websites.

Children’s Privacy

This website is not intended for children, and we do not knowingly collect personal information from children.

Changes

This Privacy Policy may be updated periodically. Changes become effective upon posting to this website.

Contact

Questions regarding this Privacy Policy may be directed to Planning Affiliates LLC through the Contact page on this website.

Website Disclosure

The information provided on this website is for educational and informational purposes only and is not intended to provide financial, investment, tax, legal, or insurance advice. The information presented should not be relied upon as a substitute for personalized advice from a qualified professional.

This website may provide information about financial education, investment advisory services, insurance products, and other financial resources. Requests for information, consultations, insurance quotes, or other services through this website do not constitute personalized advice, a recommendation, or the establishment of an advisory, fiduciary, insurance, or client relationship.

Investment advisory services are offered through Latitude Advisors, LLC, an SEC Registered Investment Adviser. Planning Affiliates LLC and Latitude Advisors, LLC are separate and independent companies.

Insurance products and services are offered separately through appropriately licensed insurance professionals and are available only in jurisdictions where the applicable licenses are held.

Any discussion of securities, investments, insurance products, or financial strategies is provided for educational purposes only and should not be interpreted as an offer, solicitation, or recommendation to buy or sell any security or insurance product. Professional services are provided only pursuant to applicable agreements and disclosures.

Privacy Policy | Terms of Use | Legal & Regulatory Disclosures