Effective Date: June 20, 2022
Last Updated: July 22, 2026

United Legacy LLC (“United Legacy,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect information when you visit unitedlegacyus.com or use any website, registration page, form, or online service that links to this Privacy Policy collectively, the “Website.”

By accessing or using the Website, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you provide directly to us, information collected automatically when you use the Website, and information received from service providers that help us operate the Website, manage communications, and administer events.

Information You Provide

Depending on how you interact with United Legacy, we may collect:

• Your first and last name
• Email address
• Telephone number
• Mailing address
• Company or professional information
• Event registration and attendance information
• Communication preferences
• Information submitted through contact forms
• Information submitted through event registration forms
• Survey or questionnaire responses
• Information you provide when requesting additional information
• Any other information you voluntarily provide to us

Please do not submit Social Security numbers, financial account credentials, medical information, or other highly sensitive personal information through general Website contact or registration forms.

Information Collected Automatically

When you visit the Website, we and our service providers may automatically collect certain technical and usage information, including:

• Internet Protocol address
• Browser type
• Device type
• Operating system
• Approximate location derived from an IP address
• Pages viewed
• Links clicked
• Referring and exit pages
• Date and time of Website activity
• Duration of Website visits
• Cookie identifiers
• Other online or device identifiers
• Information about your interaction with our Website or emails

This information may be collected through cookies, pixels, tags, analytics tools, server logs, and similar technologies.

Event Registration and Attendance Information

When you register for or attend a United Legacy seminar, masterclass, webinar, meeting, or other event, we may collect:

• Registration information
• Contact information
• Guest information
• Attendance status
• Event preferences
• Communication preferences
• Survey responses
• Information needed to manage or evaluate the event

Third-party event registration platforms may collect this information on our behalf. Those platforms may also process information according to their own privacy policies.

2. How We Use Information

We may use the information we collect to:

• Operate, maintain, secure, and improve the Website
• Provide general information about United Legacy
• Respond to inquiries and requests
• Process event registrations
• Confirm event attendance
• Communicate event details, reminders, directions, schedule changes, and follow-up information
• Send newsletters, announcements, event invitations, educational content, and marketing communications where permitted
• Maintain customer relationship management records
• Personalize Website and communication experiences
• Conduct surveys
• Evaluate Website, event, and campaign performance
• Measure Website traffic and engagement
• Analyze marketing effectiveness
• Improve our events, communications, and services
• Detect and prevent fraud, misuse, security threats, or technical problems
• Comply with applicable legal, regulatory, contractual, and compliance obligations
• Establish, exercise, or defend legal rights
• Carry out another purpose disclosed at the time information is collected

Where permitted by law, we may combine information collected through different interactions with United Legacy.

3. Email Communications

When you provide your email address or consent to receive email communications, we may send:

• Responses to your inquiries
• Event confirmations
• Event reminders
• Directions or schedule updates
• Follow-up information
• Newsletters
• Company announcements
• Event invitations
• Educational or promotional communications

You may unsubscribe from promotional emails by using the unsubscribe link included in the message.

Even after you unsubscribe from promotional communications, we may continue to send non-promotional communications concerning an event registration, a request you submitted, a legal notice, or another service-related matter.

4. Text Message Communications

When you provide your telephone number and affirmatively consent to receive text messages, United Legacy may send messages relating to:

• Event invitations
• Registration confirmations
• Event reminders
• Directions
• Schedule changes
• Attendance information
• Event follow-up communications
• Other communications described when your consent is requested

Message frequency may vary. Message and data rates may apply.

You may opt out of text messages at any time by replying STOP. You may reply HELP for assistance or contact us using the information listed in the “Contact Us” section below.

Consent to receive marketing text messages is not a condition of purchasing any product or service.

Mobile carriers are not responsible for delayed or undelivered messages.

5. Cookies and Similar Technologies

We may use cookies, pixels, tags, analytics tools, and similar technologies to:

• Enable essential Website functionality
• Remember user preferences
• Understand how visitors use the Website
• Measure Website traffic
• Evaluate campaign performance
• Improve Website content and functionality
• Identify technical problems
• Support marketing and communications

Your browser may allow you to block, limit, or delete cookies. Disabling certain cookies may affect the functionality or availability of parts of the Website.

The Website may use third-party analytics or technology services. These providers may collect information about your use of the Website through cookies and similar technologies.

United Legacy should maintain an accurate list of its active analytics, advertising, social-media, and tracking technologies through its cookie notice or preference-management tool.

6. How We Disclose Information

We may disclose personal information to the following categories of recipients.

Service Providers and Contractors

We may disclose information to service providers and contractors that perform services on our behalf, including:

• Website hosting and maintenance providers
• Customer relationship management providers
• Email communication platforms
• Text messaging platforms
• Event registration and event-management platforms
• Form and survey providers
• Analytics providers
• Marketing and advertising providers
• Information technology providers
• Cybersecurity providers
• Data-storage providers
• Consultants, auditors, attorneys, compliance providers, and other professional advisers

These providers may access information as reasonably necessary to provide services to United Legacy, subject to applicable contractual and legal requirements.

Legal and Compliance Disclosures

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable law or regulation
• Respond to a court order, subpoena, or legal process
• Respond to a lawful government request
• Protect the rights, safety, or property of United Legacy, Website users, or others
• Investigate fraud, security incidents, or misuse
• Enforce agreements or policies
• Establish, exercise, or defend legal claims

Business Transactions

Information may be disclosed or transferred as part of a merger, acquisition, financing, restructuring, sale of assets, bankruptcy, or similar business transaction.

With Your Consent or Direction

We may disclose information when you direct us to do so, provide consent, or intentionally interact with a third-party service or feature.

7. Sale and Sharing of Personal Information

United Legacy does not sell personal information in exchange for monetary payment.

Certain analytics, advertising, social-media, or tracking technologies may be considered a “sale” or “sharing” of personal information under some state privacy laws even when no money is exchanged.

United Legacy’s actual cookie, pixel, analytics, and advertising practices should be reviewed to determine whether the Website engages in a sale, sharing, or targeted advertising as those terms are defined by applicable law.

Where legally required, United Legacy will provide an appropriate method for users to opt out of the sale or sharing of personal information or the use of personal information for targeted advertising.

8. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including to:

• Respond to inquiries
• Administer registrations and events
• Manage communications
• Maintain business and contact records
• Satisfy legal, regulatory, accounting, contractual, and compliance obligations
• Resolve disputes
• Enforce agreements
• Protect the security and integrity of our systems

Retention periods may vary depending on the type of information, the nature of our relationship with you, and applicable legal or operational requirements.

9. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, loss, or destruction.

However, no website, database, electronic transmission, or information-storage system can be guaranteed to be completely secure. You should use appropriate care when transmitting information online.

10. Your Privacy Choices and Rights

Depending on where you reside and subject to applicable law, you may have the right to request that we:

• Confirm whether we process your personal information
• Provide access to personal information we maintain about you
• Disclose the categories of personal information we have collected
• Disclose the purposes for which personal information is used
• Disclose the categories of recipients to which personal information has been disclosed
• Correct inaccurate personal information
• Delete certain personal information
• Provide a portable copy of certain personal information
• Allow you to opt out of certain sales, sharing, targeted advertising, or profiling
• Limit certain uses or disclosures of sensitive personal information
• Review an appeal concerning a privacy request

These rights are subject to applicable legal limitations and exceptions.

We may need to verify your identity before completing a request. Verification may require you to provide information that reasonably matches information already maintained by United Legacy.

To submit a privacy request, contact us at:

Email: [email protected]
Telephone: (888) 689-4177
Mail: United Legacy LLC, 11710 El Camino Real, Suite 200, San Diego, CA 92130

Where permitted by law, you may authorize an agent to submit a request on your behalf. We may require proof of the agent’s authority and verification of your identity.

United Legacy will not unlawfully discriminate against you for exercising an applicable privacy right.

11. California Privacy Notice

This section applies only to the extent United Legacy is subject to the California Consumer Privacy Act, as amended by the California Privacy Rights Act, collectively referred to as the “CCPA.”

During the preceding 12 months, we may have collected the following categories of personal information:

Identifiers

Examples include:

• Name
• Email address
• Telephone number
• Mailing address
• Internet Protocol address
• Cookie identifiers
• Other online identifiers

Customer Records

Examples include:

• Contact information
• Registration information
• Event-related information
• Records of communications with United Legacy

Internet or Electronic Network Activity

Examples include:

• Website browsing activity
• Pages viewed
• Links clicked
• Website interactions
• Email engagement
• Device and browser information

Geolocation Information

This may include an approximate location derived from an Internet Protocol address.

Professional or Employment-Related Information

This may include professional or company information voluntarily provided through a form.

Inferences

We may derive inferences from Website usage, event registration, attendance, survey responses, and communication activity to better understand interests or engagement.

Other Information You Provide

This includes information voluntarily submitted through forms, surveys, registrations, or communications.

We may obtain these categories of information from:

• You directly
• Your use of the Website
• Event registration platforms
• Communication platforms
• Analytics and technology providers
• Service providers acting on our behalf

We use these categories of information for the business and commercial purposes described in this Privacy Policy.

We may disclose these categories to:

• Service providers
• Contractors
• Event-management providers
• Communication platforms
• Analytics providers
• Professional advisers
• Government authorities
• Parties involved in a business transaction
• Other parties at your direction or with your consent

United Legacy does not knowingly sell personal information for monetary consideration.

The Website’s analytics, advertising, cookie, pixel, and social-media technologies should be evaluated to determine whether they constitute “sharing” under California law.

12. Notice at Collection

At or before the point where personal information is collected, United Legacy may provide a separate notice identifying:

• The categories of personal information being collected
• The purposes for which the information will be used
• Whether the information is sold or shared
• How long the information is retained or the criteria used to determine retention
• A link to this Privacy Policy
• Any applicable method for exercising privacy choices

This Privacy Policy supplements, but does not replace, any notice presented directly on a Website form or registration page.

13. Opt-Out Preference Signals and Do Not Track

Some browsers provide a traditional “Do Not Track” setting. Because there is not currently a universally accepted standard for responding to traditional Do Not Track signals, the Website may not respond to them.

Where required by applicable law, United Legacy will process recognized browser-based opt-out preference signals, such as Global Privacy Control, in accordance with applicable legal and technical requirements.

14. Third-Party Websites and Services

The Website may contain links to third-party websites, registration systems, social-media platforms, scheduling tools, calculators, maps, videos, documents, or other services.

United Legacy does not control and is not responsible for the privacy, security, availability, content, or practices of third parties.

We encourage you to review the privacy policies and terms of any third-party service you use.

15. Children’s Privacy

The Website is intended for a general adult audience and is not directed to children under 13.

We do not knowingly collect personal information from children under 13 through the Website. If you believe a child has provided personal information to United Legacy, contact us so that we may review and, where appropriate, delete the information.

16. United States Processing

United Legacy operates in the United States.

Information submitted through the Website may be processed, transferred, and stored in the United States, where privacy laws may differ from those in other jurisdictions.

17. Changes to This Privacy Policy

We may update this Privacy Policy periodically.

When changes are made, we will revise the “Last Updated” date at the top of this Privacy Policy. Where appropriate, material changes may also be communicated through the Website, by email, or through another reasonable method.

Your continued use of the Website after an updated Privacy Policy becomes effective constitutes acknowledgment of the revised policy.

18. Contact Us

Questions, concerns, or requests regarding this Privacy Policy may be directed to:

United Legacy LLC
11710 El Camino Real, Suite 200
San Diego, CA 92130

Email: [email protected]
Telephone: (888) 689-4177