Financial advisory and consultancy services, namely creating personalized strategies for managing and building wealth, strategic financial advisory services, and financial management services

Global investment research services

Estate planning

Investment advisory and financial management services, namely, helping individuals understand the importance of including retirement planning as part of their overall financial planning and investment efforts no matter what their age or stage of life and providing on-going financial analysis and consultation related to savings, credit and investment products to make a financially secure retirement a reality

Providing a seminar for mid-career adults considering a career change, and disseminating course materials in connection therewith; career counseling services

A series of books and written articles in the field of career, entrepreneurship, lifestyle, personal development, self improvement, self-help, adventure, travel; A series of books, written articles, handouts and worksheets in the field of career, entrepreneurship, lifestyle, personal development, self improvement, self-help, adventure, travel

Educational services, namely, providing educational programs, training, and consulting services in the form of seminars and presentations in the field of life planning

Personal services, namely, providing programs, training, conferences, classes, seminars, workshops, presentations, interactive personal development assessments and one-on-one coaching, such services offered live, online and via distance learning, in the field of personal self-improvement

Accomplished professionals who are engaged in part-time or full-time work prior to full-time retirement; Ages typically range from 40 - 100

books, magazines, and printed teaching materials dealing with early or temporary retirement or leave from one's occupation to pursue other life interests