WealthCounsel Symposium Privacy Policy

At Symposium, WealthCounsel respects your privacy and is committed to protecting your personal data. This privacy policy describes how we collect, use, and protect the personal data of attendees, sponsors, exhibitors, and other participants in our conference.

1. Information We Collect

We may collect the following types of personal data from you:

    • Contact information, such as your name, email address, phone number, and mailing address.
    • Professional information, such as your job title, employer, and areas of interest.
    • Demographic information, such as your age and gender.
    • Payment information, such as your credit card number and billing address.
    • Other information that you voluntarily provide to us, such as your dietary preferences, accessibility needs, or travel information.

We may collect this information through our registration system, online forms, surveys, or other means.

2. How We Use Your Information

We may use your personal data for the following purposes:

    • To process your registration for the conference, and to communicate with you about the conference and related events.
    • To provide you with access to conference sessions, workshops, and other activities.
    • To provide you with conference materials and other resources.
    • To inform you about future conferences and events that may be of interest to you.
    • To administer surveys and collect feedback about the conference.
    • To analyze and improve the effectiveness of our conference and related services.
    • To comply with legal and regulatory requirements.

We will only use your personal data for these purposes or for other purposes that we notify you of and obtain your consent for.

3. How We Protect Your Information

We are committed to protecting the security of your personal data. We implement appropriate technical and organizational measures to prevent unauthorized access, use, or disclosure of your personal data. We also limit access to your personal data to those who need to know it for the purposes described above.

4. Sharing of Information

We may share your personal data with the following third parties:

    • Service providers who assist us in providing conference services, such as registration, payment processing, and event management.
    • Sponsors, exhibitors, and other partners who have a legitimate interest in communicating with conference attendees about their products and services.
    • Other conference attendees, to the extent necessary for you to participate in conference sessions, workshops, or networking events.

We will not sell or rent your personal data to any third party for marketing purposes without your consent.

5. Your Rights

You have the right to access, correct, or delete your personal data that we hold. You also have the right to object to the processing of your personal data or to restrict its use. To exercise these rights, please contact us at symposium@wealthcounsel.com.

6. Changes to this Policy

We may update this privacy policy from time to time.

By registering for Symposium, you acknowledge that you have read and consent to the terms of this privacy policy.

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