Seminar materials, namely, printed documents related to financial planning and investment management, workbook manuals for seminar audiences, instructional guides for seminar presenters, and seminar promotional materials

'audienc':17 'document':5 'financi':8 'guid':19 'instruct':18 'invest':11 'manag':12 'manual':14 'materi':2,26 'name':3 'plan':9 'present':22 'print':4 'promot':25 'relat':6 'seminar':1,16,21,24 'workbook':13

Software for financial planning; Seminar materials, namely, instructional videos for seminar presenters

'financi':3 'instruct':8 'materi':6 'name':7 'plan':4 'present':12 'seminar':5,11 'softwar':1 'video':9

Educational services, namely, training financial planners to perform seminars for marketing financial planning services

'educ':1 'financi':5,12 'market':11 'name':3 'perform':8 'plan':13 'planner':6 'seminar':9 'servic':2,14 'train':4

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