ESTATE PLANNING SERVICES, RETIREMENT PLANNING SERVICES, FINANCIAL PLANNING SERVICES FOR BOTH INDIVIDUALS AND INSTITUTIONS, TAX PLANNING SERVICES; ESTATE, LIVING, CHARITABLE AND GIFT TRUST MANAGEMENT SERVICES; BROKERAGE IN THE FIELD OF STOCKS, BONDS, CERTIFICATES OF DEPOSIT, INDIVIDUAL RETIREMENT ACCOUNTS, ANNUITIES, MUTUAL FUNDS AND ESTATE, LIVING, CHARITABLE AND GIFT TRUSTS

EDUCATIONAL SEMINARS IN THE FIELDS OF INVESTMENTS, ESTATE PLANNING, FINANCIAL PLANNING AND SALES OPPORTUNITIES RELATED TO SAME