Educational services, namely, providing lectures, webinars, seminars, workshops and one-on one mentoring sessions in the fields of financial and insurance services, human resource consultancy and financial wellness services and programs; Educational services, namely, conducting conferences in the field of financial and insurance services, human resource consultancy and financial wellness services and programs; Providing written material and presentations in the nature of educational services,...

Advisory and administration services for business stock plans, namely, employee stock plan administration services, namely, administrating long-term incentive plans being equity offerings for business owners, companies, and eligible participants; Advisory services for business stock plans being consulting services in the field of employee benefit plans concerning insurance and finance, namely, designing long-term incentive plans being equity offerings for business owners, companies, and eligi...