pre-recorded compact disks, video tapes, and audio tapes, all featuring information on how to present workshops and seminars in the fields of financial and estate planning, securities, investments, business management and insurance, all for family businesses

printed instructional materials for use in presenting workshops and seminars in the fields of financial and estate planning, securities, investments, business management and insurance, all for family businesses

brokerage in the fields of securities, life insurance, and health insurance; consultation for family businesses, namely, financial and estate planning consultation, securities consultation, investment consultation, and insurance consultation

conducting workshops and seminars in the fields of financial and estate planning, securities, investments, business management and insurance, all for family businesses