Educational services, namely, providing training and workshops in the fields of estate, business, and exit planning strategies for professional advisors focused on attracting, engaging, and serving ultra-high-net-worth clients; Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of estate, business, and exit planning strategies

'advisor':20 'attract':23 'busi':13,47 'class':37 'client':32 'conduct':36 'confer':39 'educ':1,33 'engag':24 'estat':12,46 'exit':15,49 'field':10,44 'focus':21 'high':29 'name':3,35 'net':30 'plan':16,50 'profession':19 'provid':4 'seminar':38 'serv':26 'servic':2,34 'strategi':17,51 'train':5 'ultra':28 'ultra-high-net-worth':27 'workshop':7,41 'worth':31

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