Educational services, namely, providing online courses in the fields of religion and spirituality

Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance consultation; Investment advice; Providing information in the field of employee financial benefit plans

Educational services, namely, conducting classes, workshops, seminars, and lectures in the field of financial planning, planned giving, insurance investments, financial market updates, financial planning for retirement, financial savings, financial management of non-profit and charitable organizations, and business succession planning