Financial and investment services, namely, financial advice and consultancy services; asset and investment acquisition, consultation and development services; financial planning; financial investment management and brokerage services and the investment of funds for others; insurance services, namely, insurance information and consultancy; insurance brokerage services; charitable foundation services, namely, providing financial assistance for programs and services of others

Entertainment services, namely, providing an ongoing radio program, podcasts and video podcasts in the field of financial and investment advice; entertainment in the nature of live radio personality performances; entertainment and educational services, namely, the presentation of seminars, workshops, lectures, and ongoing radio shows all in the field of financial and investment advice; providing an online weekly column in the field of financial and investment advice