Educational training services, namely, conducting seminars and courses of instruction for professionals charged with the oversight, compliance, and regulation of financial firms conducting business in the field of fiduciary services including estate-planning, trusts, investments, wealth management and employee benefits

'benefit':41 'busi':24 'charg':13 'complianc':17 'conduct':5,23 'cours':8 'educ':1 'employe':40 'estat':33 'estate-plan':32 'fiduciari':29 'field':27 'financi':21 'firm':22 'includ':31 'instruct':10 'invest':36 'manag':38 'name':4 'oversight':16 'plan':34 'profession':12 'regul':19 'seminar':6 'servic':3,30 'train':2 'trust':35 'wealth':37

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