How Financial Planning Education works, and what that means for you

Last updated October 19, 2026

Who we are

Financial Planning Education is a consumer education brand operated by Lead Quiver LLC. We organize, advertise, and take registrations for educational events that are presented by independent financial professionals. We are an advertising and event-marketing company. We are not an investment adviser, broker-dealer, insurance agency, or law firm, and we do not provide investment, tax, legal, or insurance advice.

Our relationship with presenters

The professionals who present at our events are not our employees or representatives. We do not supervise the advice they give, and our representatives cannot speak for them or bind them. Any engagement, agreement, or purchase you make is solely between you and that professional or the firm they are registered with.

How we are paid

Presenting professionals pay Lead Quiver LLC to organize and market their events. That fee may be based on the number of households that attend. It is paid whether or not you ever become a client of the presenter, and it is not charged to you. Because the presenter has paid for the event, they may be less willing to negotiate their own standard fees than a professional you found another way.

What happens with your registration

When you register, your name and contact details are shared with the professional hosting that event so they can manage the reservation, send reminders, and follow up afterwards, which may include an invitation to a complimentary consultation. We do not sell your information. Our privacy policy has the details.

What the events are, and are not

Events are general educational presentations. No investments or insurance products are offered for sale at the event, and nothing presented is individualized advice. A presenter may invite you to a follow-up meeting where products or services could be discussed or offered; accepting is entirely your choice, and attending never obligates you to do so.

No government affiliation

Financial Planning Education and its events are not affiliated with, sponsored by, or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, the IRS, or any other government agency.

Before you hire anyone

Interview any professional yourself. You can check an investment adviser's registration at adviserinfo.sec.gov and a broker's at brokercheck.finra.org. No advisory relationship exists until you and the professional's firm have signed an agreement.

Contact

Questions about these disclosures may be sent to privacy@leadquiver.com.