Providing information, commentary and advice in the field of finance, financial investments and financial valuations

Educational services, namely, providing training in the field of finance through seminars and a continuing series of television shows

VIDEO RECORDINGS IN THE FIELD OF FINANCE AND INVESTMENTS

Financial analysis services, namely providing an analytical tool in the field of investment risk and conducting analysis of such risk

Software for financial analysis, for use in the field of investment risk and analysis of such risk

financial services, namely, an analytical tool to model portfolio spending and wealth transfer strategies and conducts computerized Monte Carlo simulation analysis to determine probability of achieving specific wealth goals