Privacy Policy

Greenline Financial Services LLC (“we,” “our,” or “us”) respect your privacy and are committed to protecting your personal information.

This Privacy Policy explains what information we collect, how we use it, and your rights regarding your data.

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1. Information We Collect

When you register for a webinar, event, request information or book an appointment, we may collect:

• Name
• Email Address
• Phone Number
• General information such as IP address, browser type, and site activity

We collect only information you voluntarily sub,it or that is automatically collected through normal website analytics tools.

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2. How We Use Your Information

We use your information to:

• Register you for events or appointments
• Respond to inquiries
• Send confirmation emails and reminders
• Improve our website and services

We do not sell, rent, or share your personal information.

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3. SMS & Email Communications

By providing your contact information, you consent to receive:

• Appointment reminders
• Event notifications
• Follow-up communicatitions
• Educational content

SMS consent is collected through website forms where users voluntarily provide their phone number and explicitly agree to receive SMS notifications. These messages may include webinar registration confirmations, webinar reminders, appointment confirmations, and appointment reminders.

Message frequency may vary. Message and data rates may apply. Users can reply STOP at any time to opt out or HELP for assistance.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services (such as SMS delivery providers) is permitted. All other use of mobile information is excluded from third-party sharing.

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4. Cookies & Tracking Technologies

Our website may use cookies and similar technology to:

• Improve user experience
• Analyze traffic and performance
• Track campaign effectiveness

You may disable cookies in your browser settings, though some features of the site may not function properly.

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5. Third Party Service Providers

We may use trusted third-party platforms (such as CRM, email, SMS, scheduling, and analytics providers) to deliver our services. These providers may process your information soley for the purpose of supporting out business operations.

We are not responsible for the privacy practices of external websites linked from our site.

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6. Data Security

We implement reasonable physical, electronic, and administrative safeguards to protect your information. However, no internet transmission is 100% secure.

Please do not submit sensitive financial detail via unsecured email.

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7. Your Rights

You may request to:

• Access the data we have about you
• Correct the inaccurate information
• Delete your data
• Opt out of future communications

To do so, contact us via the contact information provided on our website’s footer.

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8. Policy Updates

We may update this Privacy Policy from time to time. Changes are effective immediately upon posting.