Privacy Information Disclosure

We do not sell or disclose any non-public information about you to anyone, except as permitted by law or as spe­cifically authorized by you. We do not share non-public personal information with our affiliates or other providers without prior approval by you. Federal law allows us to share information with providers that process and service your accounts. All providers of services in connection with the custodian and administrator have agreed to the cus­todian and administrator‘s confidentiality and security policies. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Security and Confidentiality is Important

We restrict access to non-public personal information to those employees who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural guidelines that comply with federal standards to guard your non-public personal information. The custodian reserves the right to revise this notice and will notify you of any changes in advance. If you have any questions regarding this policy, please contact us at the address and or telephone number listed in these documents.

Webinars and Videos

The views expressed by speakers in the CamaPlan webinars and videos are those of the speakers only and may not reflect those of CamaPlan, its members or employees. CamaPlan does not guarantee the accuracy of information provided by the speakers (or attendees). Professional advisers should be consulted before implementing any options presented. CamaPlan absolutely does not endorse or recommend any individual or organization, including the speakers. CamaPlan, its members and employees do not accept liability for losses and/ or damages arising from errors or omissions within, reliance upon, or any use of the information provided by the speakers. Individuals are strongly encouraged by CamaPlan to conduct their own due diligence before making any investment choices.

CamaPlan does not act as, nor offer the services of, an investment advisor, CPA, realtor or attorney. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

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