Effective Date: 2025/12/01
Who we are
Northwest Retirement Institute (“NRI,” “we,” “our,” or “us”) is a nonprofit educational organization providing classroom-style retirement education in partnership with local venues and community groups.
This website is intended to share information about our classes and allow visitors to register for events and request additional educational materials.
Information we collect
We only collect information that is relevant to providing our classes and responding to your requests. This may include:
- Contact information: name, email address, phone number
- Class registration details: which event you signed up for, number of guests, and preferred location or date
- Optional information you provide: such as how you heard about us or general questions you include in a form submission
- Basic website usage data: such as pages visited, time on site, and device/browser type, typically collected through standard analytics tools
We do not ask for or require Social Security numbers, account numbers, or other highly sensitive financial data on this website.
How we use your information
We use the information you provide for purposes such as:
- Registering you for classes and managing event attendance
- Sending confirmations, reminders, or updates about the class you registered for
- Following up after a class with additional educational materials or surveys
- Providing information about future events that may be of interest
- Responding to inquiries you submit through our contact forms
- Improving our website and program based on aggregate usage and attendance data
If a class is taught by or in cooperation with a financial advisory firm (such as Leverage Planners Wealth Management), we may share your registration information with that firm only for purposes of managing the event and any follow up you have requested (for example, if you check a box asking for a private meeting).
How we share information
We do not sell your personal information.
We may share information in the following limited situations:
Legal or safety reasons: if required by law, regulation, or legal process, or if we believe disclosure is necessary to protect our rights or the safety of others
Event coordination: with instructors, co-sponsors, and venues that help host the event you registered for
Service providers: with third-party vendors that help us operate the website, send emails, or manage registrations, under agreements that require them to protect your information
Your Choices
You have control over how we communicate with you:
- You can unsubscribe from our email communications at any time by using the link provided in the email or by contacting us directly.
- You may request that we update or delete your contact information from our active lists, subject to any records we are required to keep for legal, compliance, or operational reasons.
To exercise any of these choices, contact us using the information below.
Third-party links
Our website may link to other websites (such as libraries, community centers, or partner organizations). We are not responsible for the privacy practices or content of those external sites. We encourage you to review their privacy policies separately.
Children’s privacy
Our classes and website are designed for adults, particularly those in or nearing retirement. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us so we can remove it.
Updates to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Effective date” at the top of this page. Your continued use of the website after any changes are posted will constitute your acceptance of those changes.
How to Contact Us
Northwest Retirement Institute
310 120th Ave NE
Bellevue, WA 98005
425-242-4998
info@northwestretirementinstitute.com