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Owner

Goods & Services

Printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments

Downloadable electronic books in the field of personal finance, wealth building, business ownership, entrepreneurship, and financial literacy; downloadable audio recordings featuring readings in the field of personal finance, business ownership, and entrepreneurship; downloadable audiobooks in the field of financial literacy and wealth creation

Business consulting, management, and planning services in the field of business ownership, succession planning, and enterprise value creation; licensing of proprietary business methodology frameworks to corporations, educational institutions, sports organizations, and professional associations for use in financial education and business training programs; providing business management advisory services in the fields of ownership and wealth creation

Education services, namely, providing tutorial sessions in the fields of a proprietary five-stage business ownership methodology; developing educational curriculum based on the methodology for corporate, academic, and professional use; certifying individuals as practitioners of the methodology; providing online non-downloadable educational content featuring the methodology; conducting educational seminars and workshops based on the methodology