Individual personal financial asset management for non-institutional, non banking and non-mutual fund investors

financial asset management

Educational services, namely, educating individuals via conference calls and dinner meetings in the field of philanthropy; Education services, namely, teaching in the field of charitable donation and gifting strategies; Education services, namely, motivational speaking services and coaching in the field of charitable donation and gifting strategies and charitable foundation and philanthropic planning and development; Education services, namely, teaching, motivational speaking services and coa...