ADVISORY EVOLUTION

Owners

Goods & Services

Insurance consultation; financial consultation; estate planning; estate trust planning; financial advice; providing financial information; financial affairs and monetary affairs, namely, financial information, management and analysis services; brokerage in the fields of stocks, bonds, options, commodities, futures and other securities; investment of funds of others; financial asset management; financial consulting services in the field of planned giving for non-profit and charitable organizations; financial risk management; insurance information; insurance agencies

Printed matter, namely, printed instructional, educational, and teaching materials for use in the fields of insurance financing, financial securities, insurance, commercial business management and consultancy, estate planning, charitable planning, legacy planning and business management

Business advice and information concerning commercial business management, and business organization and management; advisory services for preparing and carrying out commercial transactions; arranging of trading transactions and commercial contracts; business assistance, management and information services; business consultation in the field of business leadership development; commercial consultancy

Educational services, namely, conducting classes, seminars, and workshops in the field of business; business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; business training in the field of insurance, securities, finance, and wealth management; entertainment and educational services, namely, leadership development training and the presentation of seminars, lectures, workshops and panel discussions in the fields of finance, insurance, estate planning, wealth management, retirement planning, business management and philanthropy; life coaching services in the fields of finance, insurance, estate planning, wealth management, retirement planning, business management and philanthropy