Franchise services, namely, offering business management assistance in the establishment and operation of financial advisory, financial consultancy and financial planning companies; providing business development support services to franchise companies, namely, financial service companies, personnel management service companies, business management companies and business consultation service companies; business consulting services in connection with the establishment, operation, development, and sales of franchises; business information, consultancy and advisory services, and business administrative services in relation to franchising and franchise development; providing back office support staff services for franchises; franchising, namely, consultation and assistance in business management, organization and promotion; advice in the running of establishments as franchises; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, online community building and digital word of mouth communications

Financial planning and investment advisory services; Financial portfolio management; Management of securities portfolios; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advisory and consultancy services; Financial planning consultation; Financial retirement plan consulting services; Providing information in the field of finance and financial planning via websites, social media and radio programs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others

Entertainment services, namely, providing an ongoing radio program in the field of finance and retirement; Professional coaching services in the field of insurance, financial advisory and consultation; Business training in the field of insurance, financial advisory and consultation; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives