Educational services, namely, training of financial advisors in the field of financial planning and providing training courses for financial services companies in the field of financial planning; Educational services, namely, providing non-downloadable videos in the field of financial planning via the Internet; Educational services, namely, providing seminars, workshops, and non-downloadable webinars in the field of financial planning

Business management consulting; Business management consulting, strategic planning, practice management and business advisory services, all provided to financial service providers; Professional business consulting

Computer software for financial advisors and financial services companies featuring information on business and financial advising for use in providing marketing and business training to financial advisors and their staff; Downloadable written templates for creating financial planning documents and forms, all in the field of financial planning