THURSDAY INSIGHTS

Owner

Goods & Services

Downloadable educational publications, namely, presentations, in the fields of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics; Downloadable video recordings, audio recordings, and multimedia files featuring educational content in the ield of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics; Downloadable webinars in the field of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics

Educational services, namely, arranging and conducting live and online presentations, workshops, and webinars in the field of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics