5S

Financial services, namely, providing financial assessments, financial planning services, and financial consultation services; financial consultation services, namely, testing and assessing customers' financial knowledge for the purpose of providing customized financial planning services; financial consulting services in the field of planned charitable monetary giving

Educational services, namely, providing seminars and workshop programs in the field of financial assessments, financial planning, financial consultation, and charitable giving; educational services, namely, testing users' financial knowledge for the purpose of providing customer-specific financial training seminars and workshops