A PLACE TO THINK

Providing an online survey, assessment and report for evaluation of course participants and customers professional and personal competency in the field of estate, business, and succession planning strategies; estate planning; trust funds; wealth management and strategies planning

books, pamphlets, brochures concerning financial planning, investment services, trust funds, retirement plans

Financial planning services, namely, developing, combining and maintaining family, personal, financial, and legal matters; Securities brokerage; financial planning and investment advisory services; Estate planning; personalized financial reporting services; Financial services, namely consulting and advisory services for retirement plans, pension funds, endowments, and trust funds.

Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.

Legal services, namely, providing customized legal information, counseling, advice, and litigation services to families; Legal advisory services; Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships.