Financial and insurance consultation services in the field of disability planning; Financial planning, namely, special needs planning; estate planning.

Life coaching services in the field of disability planning and care; Education services, namely providing seminars, conferences, and continuing education classes in person and online in the field of special needs planning; Education services, namely, providing training to caregivers of individuals with disabilities in the fields of advocacy, education, employment, community living, safety and security, estate planning, financial planning, and healthcare transitions, all in the form of online ...

Guardianship services; Disability counseling services, namely, providing evaluations and consultations for determining the availability of community resources and services for individuals with disabilities and providing individual and family counseling for dealing with disability-care problems and crises; Guardianship services, conservatorship services, supported decision-making resources, and consulting services in the fields of supported decision-making and developing and implementing a pla...