educational services, namely, conducting classes, seminars, conferences, and workshops, in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation

'alloc':30 'asset':29 'busi':17 'class':5 'conduct':4 'confer':7 'econom':16 'educ':1 'field':12 'financ':15 'financi':18 'invest':14,26 'manag':21,25 'money':24 'name':3 'plan':19,23 'portfolio':20 'retir':22 'seminar':6 'servic':2 'strategi':27 'workshop':9

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