Educational services, namely, providing seminars and workshop programs in the field of financial assessments, financial planning, financial consultation, and charitable giving; educational services, namely, testing users' financial knowledge for the purpose of providing customer-specific financial training seminars and workshops

'assess':14 'charit':20 'consult':18 'custom':35 'customer-specif':34 'educ':1,22 'field':11 'financi':13,15,17,27,37 'give':21 'knowledg':28 'name':3,24 'plan':16 'program':8 'provid':4,33 'purpos':31 'seminar':5,39 'servic':2,23 'specif':36 'test':25 'train':38 'user':26 'workshop':7,41

Financial services, namely, providing financial assessments, financial planning services, and financial consultation services; financial consultation services, namely, testing and assessing customers' financial knowledge for the purpose of providing customized financial planning services; financial consulting services in the field of planned charitable monetary giving

'assess':6,20 'charit':41 'consult':12,15,34 'custom':21,29 'field':38 'financi':1,5,7,11,14,22,30,33 'give':43 'knowledg':23 'monetari':42 'name':3,17 'plan':8,31,40 'provid':4,28 'purpos':26 'servic':2,9,13,16,32,35 'test':18

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Goods & Services