employee educational programs, namely, conducting seminars in the financial field and distributing course materials in connection therewith

'conduct':5 'connect':16 'cours':13 'distribut':12 'educ':2 'employe':1 'field':10 'financi':9 'materi':14 'name':4 'program':3 'seminar':6 'therewith':17

financial analysis, consultation and planning, and preparation of personal financial plans

'analysi':2 'consult':3 'financi':1,10 'person':9 'plan':5,11 'prepar':7

printed materials, namely, personal financial planning workbooks and informational booklets and pamphlets in the field of financial planning

'booklet':10 'field':15 'financi':5,17 'inform':9 'materi':2 'name':3 'pamphlet':12 'person':4 'plan':6,18 'print':1 'workbook':7

MONEYSENSE

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