Financial services, namely, mutual fund investment services in the nature of stocks, bonds, short-term money market instruments and/or other securities; financial management planning services; Financial services, namely, retirement planning services; insurance brokerage and securities brokerages services

Financial services, namely, mortgage planning; Mortgage brokerage; Mortgage procurement for others; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Real estate brokerage; Real estate investment; Real estate management

educational services, namely, providing classroom instruction, one-on-one seminars and workshops in the field of business, personal planning, individual development and performance