BUILDING RESPONSIBLE WEALTH

Pre-recorded audio and video tapes, CDs and DVDs featuring training and educational material in the fields of financial planning, financial products, investment advice, financial asset management and strategic philanthropy

Printed matter, namely, a series of books, workbooks, printed forms and printed instructional, educational, and teaching materials, all in the fields of financial planning, financial products, investment advice, financial asset management and strategic philanthropy

Financial planning services; investment advisory services; financial asset management services; financial analysis and consultation; insurance brokerage in the fields of life insurance, disability insurance, health insurance and long term care insurance

Education services, namely, arranging and conducting conferences and seminars in the fields of financial planning, financial products, investment advice, financial asset management and strategic philanthropy