Financial services, namely, consulting, counseling, advising, planning, and financial management services in the fields of finance, retirement, qualified and non-qualified benefits, executive compensation, welfare benefit programs, options, derivatives, partnerships, trusts and trust management, generation skipping transfers, real estate investment and management services, estate, taxation, inheritance, philanthropy, charitable giving, legacy planning, life planning, investments, endowments, foundations, business succession, selection and utilization of advisors, creation of family financial and philanthropic mission statements, insurance, annuities and asset management, securities, insurance and annuity brokerage services, and insurance underwriting services

Educational services, namely, providing lectures, retreats, conferences, workshops, seminars, online tutorials and training in the fields of decision making, finance, retirement, asset protection, estate, taxation, charitable giving, legacy and life planning, heir/inheritance preparation, motivation, empowerment, personal development, intellectual, emotional and spiritual aspects of financial and non-financial assets and resources, values clarification, life focusing, life review and contextualization, conscious aging, family unity, generational continuity, interpersonal communication, trust building, consensus building, team building and leadership, and distributing course materials therewith; providing lectures, workshops, seminars, retreats, conferences, online tutorials, and training for advisors and professionals in the fields of financial planning, charitable planning, estate planning, retirement, qualified and non-qualified benefits, executive compensation, welfare benefit programs, options, derivatives, partnerships, trusts and trust management, generation skipping transfers, asset protection, legacy, taxation, marketing, relationship building, consensus building, team building and leadership, intellectual, emotional and spiritual aspects of financial and non-financial assets and resources, values clarification and life focusing, and distributing course materials therewith