Financial planning and investment advisory services; financial planning consultation; investment consultation; providing information, advice, implementation and management services in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

[ Providing on-line newsletters in the field of personal finance; education services, namely, providing on-line seminars, workshops and conferences in the field of personal finance; online journals, namely, blogs in the field of personal finance; providing on-line non-downloadable publications in the nature of glossaries and/or checklists in the field of personal finance via the Internet ]