Arranging and conducting of seminars and workshops in the field of financial education, economic empowerment, community building, and networking; Conducting of seminars in the field of financial education, economic empowerment, community building, and networking; Conducting of business seminars in the field of financial education, economic empowerment, community building, and networking; Conducting workshops and seminars in financial education, economic empowerment, community building, and ne...

Wealth management services; Insurance consultation, namely, assisting in the selection of insurance plans for financial purposes; Trust services, namely, trust company services, financial trust administration, trust management accounts, and estate planning