Online journals, namely, blogs featuring personal finance and family wealth advice; Educational services, namely, conducting in person seminars, lectures, podcasts, teleseminars, teleclasses, and workshops in personal finance and family wealth advice and distributing course materials in connection therewith

'advic':11,31 'blog':4 'conduct':15 'connect':37 'cours':34 'distribut':33 'educ':12 'famili':9,29 'featur':5 'financ':7,27 'journal':2 'lectur':19 'materi':35 'name':3,14 'onlin':1 'person':6,17,26 'podcast':20 'seminar':18 'servic':13 'teleclass':22 'teleseminar':21 'therewith':38 'wealth':10,30 'workshop':24

Hard copy educational publications, namely, books, hand-outs, workbooks in the fields of personal finance and family wealth advice

'advic':20 'book':6 'copi':2 'educ':3 'famili':18 'field':13 'financ':16 'hand':8 'hand-out':7 'hard':1 'name':5 'out':9 'person':15 'public':4 'wealth':19 'workbook':10

Providing online financial information, namely, personal finance and family wealth advice via a web site

'advic':11 'famili':9 'financ':7 'financi':3 'inform':4 'name':5 'onlin':2 'person':6 'provid':1 'site':15 'via':12 'wealth':10 'web':14

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