Financial services, namely, wealth management services; financial planning; financial advisory and consultancy services; financial consulting services, in the area of healthcare; providing financial information and financial consultation services to healthcare professionals, medical schools and healthcare facilities; financial consulting; financial asset management; financial risk management consultation; providing financial information

Education services, namely, providing online non-downloadable virtual educational presentations, as well as in-person classes, workshops and seminars, all in the field of financial security planning, wealth management, diversity, equity, and inclusion wealth training, investment management and financial guidance; Education services, namely, providing classes, workshops, seminars and virtual presentations in the field of investment management, financial guidance, financial literacy, wealth management and financial security planning