educational services, namely conducting seminars, classes, and private consultations on financial and estate organizing and planning, and making referrals to specialists when desirable

'class':6 'conduct':4 'consult':9 'desir':23 'educ':1 'estat':13 'financi':11 'make':18 'name':3 'organ':14 'plan':16 'privat':8 'referr':19 'seminar':5 'servic':2 'specialist':21

educational materials, newsletters, and organizers to assist individuals in financial and estate organizing and planning

'assist':7 'educ':1 'estat':12 'financi':10 'individu':8 'materi':2 'newslett':3 'organ':5,13 'plan':15

electronic media including pre-recorded computer discs, CD ROM's, audio tapes, and video tapes related to financial and estate organizing and planning

'audio':12 'cd':9 'comput':7 'disc':8 'electron':1 'estat':21 'financi':19 'includ':3 'media':2 'organ':22 'plan':24 'pre':5 'pre-record':4 'record':6 'relat':17 'rom':10 'tape':13,16 'video':15

"FINANCIAL BASICS"

Owner

Goods & Services