Privacy Policy

Last Updated: August 12, 2026

This Privacy Policy describes how Authentikos Advisory LLC doing business as The Olive Institute (“we,” “us,” or “our”) collects, uses, and protects personal information.

Information We Collect

We collect information you provide directly to us, including:

• Workshop Registrations: Name, email address, phone number, and any preferences you share when signing up for our free workshops.
• Planning Tool Usage: Information you enter into our retirement planning tools.
• Contact Information: Details you provide when reaching out via email, phone, or forms.
• Cookies and Usage Data: How visitors interact with our website.

How We Use Your Information

• Process and confirm workshop registrations
• Send transactional messages about events you registered for by email and phone (SMS only with your separate opt-in)
• Provide personalized results through planning tools
• Respond to questions and improve our services
• Comply with legal obligations

Information Sharing

We do not sell your personal information.

Mobile opt-in data and consent are not shared with third parties for marketing purposes. We do not sell or rent mobile phone numbers or SMS opt-in information to third parties for their marketing.

• With Authentikos Advisory: As the educational arm of Authentikos Advisory, we may share your information with our parent organization if you express interest in personalized financial advisory services, with your knowledge.
• Service Providers: Trusted providers who help us operate our website and deliver services (for example email and messaging platforms), under agreements that limit use of your data.
• Legal Requirements: If required by law or valid legal process.

SMS / Text Messages

We send workshop-related SMS only when you provide a mobile number and affirmatively opt in by checking the unticked SMS consent checkbox on the registration form. Entering a phone number or registering for a workshop, without checking that box, does not constitute SMS consent. Consent to receive SMS is not required to register for or attend a free workshop.

Messages may include registration confirmations, workshop reminders, event logistics, attendance confirmation requests, and related customer-care notices. Message frequency varies, with up to 3 messages per workshop. Msg & Data rates may apply. Reply STOP to opt out or HELP for help.

See our full SMS Terms for program description, opt-in, opt-out, frequency, and sample messages.

Mobile opt-in data and consent are not sold, rented, or shared with third parties for their marketing purposes. Service providers may process this information only as needed to deliver and support the SMS program on our behalf.

Data Security

We implement appropriate technical and organizational measures to protect your personal information. No method of transmission over the internet is completely secure.

Your Rights & Choices

• Access & Correction: Request access to or correction of your information.
• Deletion: Request deletion, subject to legal exceptions.
• Email opt-out: Unsubscribe links in emails.
• SMS opt-out: Text STOP anytime.

Contact Us

Authentikos Advisory LLC doing business as The Olive Institute
Email: info@theoliveinstitute.com
Phone: (830) 402-5481
Location: San Antonio, Texas