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My Wealth Workshop

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This page was last changed on November 13, 2026, last checked on November 13, 2026 and applies to citizens and legal permanent residents of the United States.

1. Introduction

Our website, https://mywealthworkshop.com (hereinafter: "the website") uses cookies and other related technologies (for convenience all technologies are referred to as "cookies"). Cookies are also placed by third parties we have engaged. In the document below we inform you about the use of cookies on our website.

We do not sell or share personal information to third parties for monetary consideration; however, we may disclose certain personal information to third parties under circumstances that might be deemed a “sale” or ”Sharing” for residents of California (CPRA), Colorado (CPA), Connecticut (CTDPA), Delaware (PDPA), Indiana (ICDPA), Iowa (CDPA), Kentucky (KCDPA), Maryland (MODPA), Minnesota (MCDPA), Montana (MCDPA), Nebraska (DPA), Nevada (NRS 603A), New Hampshire (DPA), New Jersey (DPL), Oregon (OCPA), Rhode Island (DTPPA), Tennessee (TIPA), Texas (TDPSA), Utah (UCPA) and Virginia (CDPA). We respect and understand that you may want to be sure that your personal information is not being sold or shared. You may request that we exclude your personal information from such arrangements, or direct us to limit the use and disclosure of possible sensitive personal information, by entering your name and email address below. You may need to provide additional identifying information before we can process your request.

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2. Cookies

When you visit our website it can be necessary to store and/or read certain data from your device by using technologies such as cookies.

2.1 Technical or functional cookies

Some cookies ensure that certain parts of the website work properly and that your user preferences remain known. By placing functional cookies, we make it easier for you to visit our website. This way, you do not need to repeatedly enter the same information when visiting our website and, for example, the items remain in your shopping cart until you have paid. We may place these cookies without your consent.

2.2 Marketing/Tracking cookies

Marketing/Tracking cookies are cookies or any other form of local storage, used to create user profiles to display advertising or to track the user on this website or across several websites for similar marketing purposes.

3. Placed cookies

Most of these technologies have a function, a purpose, and an expiration period.

  1. A function is a particular task a technology has. So a function can be to "store certain data."
  2. Purpose is "the Why" behind the function. Maybe the data is stored because it is needed for statistics.
  3. The expiration period shows the length of the period the used technology can “store or read certain data."

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We use Complianz for Consent management. Read more about Complianz

Sharing data

This data is not shared with third parties. For more information, please read the Complianz Privacy Statement.

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4. Browser and Device based Consent

When you visit our website for the first time, we will show you a pop-up with an explanation about cookies. You do have the right to opt-out and to object against the further use of non-functional cookies.

4.1 Manage your opt-out preferences

You have loaded the Cookie Policy without javascript support. On AMP, you can use the manage consent button on the bottom of the page.

5. Enabling/disabling and deleting cookies

You can use your internet browser to automatically or manually delete cookies. You can also specify that certain cookies may not be placed. Another option is to change the settings of your internet browser so that you receive a message each time a cookie is placed. For more information about these options, please refer to the instructions in the Help section of your browser.

Please note that our website may not work properly if all cookies are disabled. If you do delete the cookies in your browser, they will be placed again after your consent when you visit our website again.

6. Your rights with respect to personal data

You have the following rights with respect to your personal data:

  • you may submit a request for access to the data we process about you;
  • you may object to the processing;
  • you may request an overview, in a commonly used format, of the data we process about you;
  • you may request correction or deletion of the data if it is incorrect or not or no longer relevant, or to ask to restrict the processing of the data.

To exercise these rights, please contact us. Please refer to the contact details at the bottom of this Cookie Policy. If you have a complaint about how we handle your data, we would like to hear from you.

For more information about your rights with respect to personal data, please refer to our Privacy Statement

7. Contact details

For questions and/or comments about our Cookie Policy and this statement, please contact us by using the following contact details:

Moran Wealth Management®
5801 Pelican Bay Boulevard, Suite 110
Naples, FL 34108

United States
Website: https://mywealthworkshop.com
Email: info@ex.commoranwm.com
Phone number: (239) 920-4440

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Disclosures

The content of these workshops and related materials is for educational purposes only and reflects views and conditions as of the date presented. It should not be construed as investment, tax or legal advice. Attendance does not establish a client relationship with Moran Wealth Management®, LLC. Should you need personalized investment advice, you should consult with a registered investment adviser. Moran Wealth Management®, LLC is a Registered Investment Adviser.

Moran Wealth Management®, LLC (MWM) is an SEC registered investment adviser located in Naples, Florida. Registration as an investment adviser does not imply a certain level of skill or training. The publication of MWM’s web site on the Internet should not be construed by any consumer or prospective client as MWM’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of MWM’s current written disclosure statement as set forth on Form ADV, discussing MWM’s business operations, services, and fees is available from MWM upon written request or by visiting adviserinfo.sec.gov. MWM does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

*Moran Wealth Management®, LLC was ranked #1 in Southwest Florida in Financial Advisor Magazine’s 2026 RIA Ranking, based on assets under management as of December 31, 2025. Rankings are determined solely by total AUM submitted through a voluntary survey and are not indicative of future performance, investment results, the quality of investment advice, or client experience. Full ranking methodology and disclosures: moranwm.com/disclosures.

Some workshop titles refer to Barron’s rankings. Tom Moran has been named to Barron’s Top 100 Independent Advisors (2019–2022, 2024, 2025, 2026). Barron’s is a registered trademark of Dow Jones & Company; Moran Wealth Management®, LLC is not affiliated with Barron’s or Dow Jones & Company, L.P. Barron’s bases its rankings on data provided by advisers and their firms, including assets managed, revenue produced and quality of practice; investment returns are not a component. MWM applied for consideration and did not pay a fee to be eligible, but may pay a fee for plaques, logo licensing or article reprints after receiving a designation. Rankings are not indicative of future performance or of any client’s experience. Full ranking methodology and disclosures: moranwm.com/disclosures.

Moran Wealth Management®, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.

© 2026 Moran Wealth Management®. All Rights Reserved.   239-920-4440   info@moranwm.com   All disclosures