Financial planning

Financial planning, namely, the creation of personalized strategies to achieve financial independence

Educational services, namely conducting classes, seminars, conferences, workshops and/or counseling sessions in the field of investments and retirement planning; distributing course materials or other documents in connection therewith

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management