Financial planning advice relating to investments and wealth management for retirement plans, legacy planning and wealth education; Financial services, namely, education planning services, generational transfer planning, wealth education, stock option strategies, portfolio management, and sustainable and responsible investing

Education services, namely, providing live and online workshops, classes, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios and distribution of course materials in connection therewith in printed or electronic format; Providing education courses and modules in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios offered through online, non-downloadable videos and live consultations; Education services, namely, mentoring in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios; Educational services, namely, providing educational speakers in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios; Educational and entertainment services, namely, providing motivational and educational speakers