Description: Class 36: Financial consultation and planning services, namely, providing custom designed financial guidance and planning exclusively for the education community in the field of 403(b) retirement savings accounts, approaching and living in retirement, avoiding emotional investing, basics of personal finance, college planning, drop retirement, drop termination rollover, health savings accounts, investment basics, investment types and risks, managing taxes on retirement income, Medicare, planning for long term care, social security benefits, women and money, and women and retirement; Charitable financial planning services, namely, providing complimentary financial counseling to help others create an individual, unique, and customized financial plan for budgeting, investment, and retirement
Class 41: Providing custom designed educational programs in the field of financial guidance and planning exclusively for the education community, namely, 403(b) retirement savings accounts, approaching and living in retirement, avoiding emotional investing, basics of personal finance, college planning, drop retirement, drop termination rollover, health savings accounts, investment basics, investment types and risks, managing taxes on retirement income, Medicare, planning for long term care, social security benefits, women and money, and women and retirement; Charitable education services, namely, providing complimentary non-downloadable webinars, seminars, and in-person learning forums in the field of financial planning to members of the education community
