Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; On-line financial planning services; Providing on-line information in the field of charitable monetary giving through financial a...

Business education and training services, namely, developing customized in-company leadership and executive development programs, providing executive coaching services, and providing public and in-company keynote presentations to business leaders; Conducting workshops and seminars in personal finance and professional development; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of personal finance and professional develo...