Educational services, namely, conducting seminars, classes, and workshops in the fields of investment, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation, and distributing course materials in connection therewith

'alloc':26 'asset':25 'class':6 'conduct':4 'connect':32 'cours':29 'distribut':28 'educ':1 'field':11 'financi':14 'invest':13,22 'manag':17,21 'materi':30 'money':20 'name':3 'plan':15,19 'portfolio':16 'retir':18 'seminar':5 'servic':2 'strategi':23 'therewith':33 'workshop':8

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