Privacy Policy | Shannon Sheridan EA
Legal

Privacy Policy

Effective Date: April 1, 2026

Shannon Sheridan, EA, LLC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide to us through our website, webinar registrations, scheduling tools, and other communications.

1. Information We Collect

We may collect the following information when you register for a webinar, schedule a consultation, interact with our website chat widget, or otherwise interact with us:

  • Contact details: name, email address, phone number, company name, and job title or role.
  • Communication preferences, including consent to receive SMS messages and marketing emails.
  • Information you voluntarily submit through registration forms, webinar Q&A, or consultations.
  • Standard analytics data (e.g., IP address, browser type) collected via cookies and tracking tools such as Google Tag Manager.

2. How We Use Your Information

We use your information to:

  • Provide and improve our services.
  • Communicate with you about webinar registrations, consultations, and service updates.
  • Send appointment reminders, event reminders, and account notifications.
  • Send marketing communications when you have provided consent.
  • Comply with legal obligations.

3. SMS / Text Messaging Communications

If you provide your phone number and opt in to receive text messages from Shannon Sheridan, EA, LLC, the following terms apply. We collect your mobile number when you submit it through our website chat widget, a webinar registration form, a consultation booking, or another opt-in form on our site.

Types of messages: You may receive webinar registration confirmations and reminders, appointment confirmations and reminders, follow-up communications related to consultations, and occasional service updates.

Message frequency: Frequency varies depending on your interactions with us. You will typically receive no more than a few messages per month.

Message and data rates: Standard message and data rates may apply, depending on your mobile carrier and plan.

Opt-out: You may opt out at any time by replying STOP to any message you receive from us. After you opt out, you will receive one confirmation message and no further texts unless you opt in again.

Help: Reply HELP to any message for assistance, or contact us at [email protected] / +1 727-222-3435.

Carrier disclaimer: Carriers are not liable for delayed or undelivered messages.

No Mobile Information Sharing: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors who support our service operations (e.g., our SMS provider) is limited to what is necessary to deliver the service. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Cookies and Tracking

Our website uses cookies and tools like Google Tag Manager to analyze site usage and improve user experience. You may control cookie preferences through your browser settings.

5. Data Retention

We retain your information for as long as necessary to provide our services, comply with legal obligations, and resolve disputes. You may request deletion of your information at any time by contacting us.

6. Your Rights

Depending on your jurisdiction (including California under the CCPA), you may have rights to access, correct, delete, or restrict the use of your personal information. To exercise these rights, contact us at [email protected].

7. Third-Party Service Providers

We use third-party tools to operate our services, including Zoom (webinars), Calendly (scheduling), and HighLevel / LeadConnector (CRM and SMS messaging). These providers have their own privacy policies, and we only share the information necessary for them to support our operations.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.

9. Contact Us

If you have questions about this Privacy Policy or our practices, contact us at:

Shannon Sheridan, EA, LLC

CEO EDGE

16703 Early Riser Ave. #524

Land O' Lakes, FL 34638

Email: [email protected]

Phone: +1 727-222-3435