Educational services provided, namely, providing workshops, seminars, and classes to financial planners and investment advisors in the fields of financial assessment, financial planning and management, legacy planning and charitable giving

'advisor':15 'assess':21 'charit':29 'class':9 'educ':1 'field':18 'financi':11,20,22 'give':30 'invest':14 'legaci':26 'manag':25 'name':4 'plan':23,27 'planner':12 'provid':3,5 'seminar':7 'servic':2 'workshop':6

Printed matter, namely questionnaires, reports, brochures, and newsletters in the fields of financial assessment, financial planning and management, legacy planning and charitable giving

'assess':14 'brochur':6 'charit':22 'field':11 'financi':13,15 'give':23 'legaci':19 'manag':18 'matter':2 'name':3 'newslett':8 'plan':16,20 'print':1 'questionnair':4 'report':5

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