financial planning

Providing financial and insurance professionals with training and instructional courses, seminars and workshops in the fields of sales, marketing, financial and insurance planning, estate and business planning and practice management and distributing training materials in connection therewith; educational program services, namely, providing financial and insurance professionals with training and instructional courses, seminars and workshops in the fields of sales, marketing, financial and ins...

Providing financial and insurance professionals with training and instructional courses, seminars and workshops in the fields of sales, marketing, financial and insurance planning, estate and business planning and practice management and distributing training materials in connection therewith; educational program services, namely, providing financial and insurance professionals with training and instructional courses, seminars and workshops in the fields of sales, marketing, financial and ins...