Financial services, namely, financial planning, financial management, estate planning, investment planning, and financial investment in the field of securities, real estate, commodities, and collectibles

'collect':24 'commod':22 'estat':8,21 'field':17 'financi':1,4,6,13 'invest':10,14 'manag':7 'name':3 'plan':5,9,11 'real':20 'secur':19 'servic':2

Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial planning and management, and distributing course materials in connection therewith

'class':5 'conduct':4 'confer':7 'connect':23 'cours':20 'distribut':19 'educ':1 'field':12 'financi':14 'manag':17 'materi':21 'name':3 'plan':15 'seminar':6 'servic':2 'therewith':24 'workshop':9

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