Downloadable educational materials, namely, printable guides, workbooks, and instructional materials in the field of financial planning

'download':1 'educ':2 'field':13 'financi':15 'guid':6 'instruct':9 'materi':3,10 'name':4 'plan':16 'printabl':5 'workbook':7

Financial advisory and consultancy services, namely, providing a proprietary educational framework and methodology for personal financial goal-setting and decision-making; all of the foregoing explicitly excluding investment advisory services, securities brokerage services, and traditional wealth management portfolio services

'advisori':2,31 'brokerag':34 'consult':4 'decis':22 'decision-mak':21 'educ':10 'exclud':29 'explicit':28 'financi':1,16 'forego':27 'framework':11 'goal':18 'goal-set':17 'invest':30 'make':23 'manag':39 'methodolog':13 'name':6 'person':15 'portfolio':40 'proprietari':9 'provid':7 'secur':33 'servic':5,32,35,41 'set':19 'tradit':37 'wealth':38

Education services, namely, providing online courses, workshops, and seminars in the field of financial planning and wealth management

'cours':6 'educ':1 'field':12 'financi':14 'manag':18 'name':3 'onlin':5 'plan':15 'provid':4 'seminar':9 'servic':2 'wealth':17 'workshop':7

WEALTH PYRAMID

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Goods & Services