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Goods & Services

Financial planning, namely, Financial advisory and consultancy services Financial advice and consultancy services Providing financial information, advice and consultancy services Financial services, namely, wealth management services Financial planning for retirement Financial consultation in the field of retirement planning Providing a website featuring financial information in the fields of retirement planning and wealth management

Educational services, namely, professional coaching of teachers in the field of Providing online downloadable and non-downloadable videos and video clips featuring educational information in the fields of retirement planning, financial advice, and wealth management; Providing a website featuring downloadable and non-downloadable video recordings and educational information in the field of financial planning and retirement; Publishing of online downloadable and non-downloadable articles and newsletters in the field of financial planning provided on a real-time basis during classroom instruction