Last updated: May 3, 2026
The Retirement Literacy Foundation (the "Foundation," "we," "our") is a 501(c)(3) public charity registered in California (EIN 41-5062266). This Privacy Policy describes the limited information we collect, how we use it, and the rights you have over your personal information.
We collect only the information you voluntarily provide to us, which may include:
· Your name, email address, and phone number when you register for a workshop, request a calculator report, or contact us through our website.
· General information about your retirement situation when you use our educational calculators (age, income range, marital status). This information is used solely to generate the educational report you requested.
· Standard website analytics data via Google Analytics 4, including pages visited, approximate geographic location, and device type. This data is anonymous and aggregated.
We use the information you provide solely for the following purposes:
· To register you for educational workshops and send confirmation, location, and reminder messages.
· To deliver the educational calculator report you requested.
· To send periodic educational communications about retirement planning topics, upcoming workshops, and free educational resources from the Foundation.
· To respond to your inquiries.
The Retirement Literacy Foundation does not sell, rent, lease, or share your personal information with any third party for marketing or commercial purposes. We do not sell financial products, accept commissions, or provide individualized financial advice. We do not transfer your information to any insurance, brokerage, or advisory firm.
If you opt in to receive text messages from the Foundation, we will send you workshop-related and educational messages from 714-584-4921. Message and data rates may apply. Message frequency varies. You may opt out at any time by replying STOP. Reply HELP for assistance. We do not share mobile opt-in information or consent with third parties for marketing purposes.
Our website uses Google Analytics 4 to understand how visitors use the site. This information is collected anonymously and is used to improve our educational content. You may disable analytics tracking through your browser settings or by using a browser extension such as the Google Analytics Opt-Out add-on.
Our website and services are intended for adults aged 18 and older. We do not knowingly collect information from anyone under the age of 18.
We retain your contact information for as long as you remain on our educational mailing list or actively engage with our workshops. You may request deletion of your information at any time by emailing hans@retirementliteracyfoundation.org.
You have the right to access, correct, or delete the personal information we hold about you. To exercise these rights, please contact us at hans@retirementliteracyfoundation.org or call 714-584-4921. California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what information we collect and the right to request deletion.
We may update this Privacy Policy from time to time. The most recent version will always be posted on this page with the updated date.
For any questions about this Privacy Policy or how we handle your information:
Retirement Literacy Foundation
1401 21st Street, Suite R
Sacramento, CA 95811
Phone: 714-584-4921
Email: hans@retirementliteracyfoundation.org