Promoting financial seminars and workshops for others; marketing services in the nature of promoting the seminars, workshops, and webinars of others; marketing services in the nature of lead generation; advertising, promotion, and marketing services in the nature of email campaigns, social media campaigns, digital newsletters, event listing websites, telephone calls, and text messages for others; promoting the business offerings of others through email campaigns, social media campaigns, event listing websites, telephone calls, and text messages

Planning and organizing financial workshops for others; consultancy relating to arranging and conducting of seminars; consultancy relating to business growth for financial advisors; arranging seminars, workshops, and webinars in the field of retirement taxes, Social Security, estate planning, Medicare, college planning, and financial wellness; educational services, namely, providing videos and in the field of business growth for financial advisors and marketing professionals; educational services, namely, conducting roundtable discussions in the field of business growth for financial advisors; educational services, namely, providing a library of guides, templates, checklists, and scripts for developing financial advisor presentations; providing sample presentations for financial advisors