Educational services, namely, conducting classes, seminars, conferences and workshops in the field of business, finance, retirement planning, investments, money management and financial planning

Education services, namely, providing classes, seminars, conferences and workshops in the field of business, finance, retirement planning, investment, money management and financial planning

Administration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth cli...