Entertainment services, namely, providing podcasts in the fields of financial planning, retirement planning, personal wealth, health and longevity, wellness, personal purpose, legacy planning, and life experiences; Educational services, namely, developing, arranging, and conducting classes, seminars, conferences, and immersive workshops in the fields of financial planning, retirement planning, personal wealth, health and longevity, wellness, personal purpose, legacy planning, and life experiences, and distribution of training materials in connection therewith; Membership club services, namely, providing training to members in the fields of financial planning, retirement planning, personal wealth, health and longevity, wellness, personal purpose, legacy planning, and life experiences; Personal coaching in the fields of financial planning, retirement planning, personal wealth, health and longevity, wellness, personal purpose, legacy planning, and life experiences | Providing temporary use of on-line non-downloadable software for educational self-assessment surveys in the fields of financial planning, personal wealth, self-improvement, and life planning
Financial advisory and consultancy services; Financial asset management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial risk management consultation; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial stock and equity markets; Providing on-line financial calculators
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