WEALTH OF WI$DOM SHARING. MONEY. INGENUITY.

Owners

Goods & Services

printed materials, namely, pamphlets, brochures, and guides relating to financial education

providing financial information services to the community; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial information and advisory services; advice relating to investments; financial advice, namely, budget planning; providing information and advice in the field of finance, financial investments, financial valuations, personal finance, financial literacy, and the financial aspects of retirement; providing credit and budget counseling, investment counseling, retirement planning, and loan counseling and assistance

educational services, namely, arranging and conducting conferences, programs, workshops, symposiums and training in the fields of financial education, personal finance, money management, financial literacy, and financial planning; charitable services, namely, providing training related to economic issues, personal finances, financial literacy and fiscal responsibility programs