CLIENTWISE

Printed matter and publications for the financial service industry, namely, brochures, pamphlets, booklets, white papers, newsletters, surveys and bulletins in the field of professional development, excluding the field of taxes and accounting offered to enrolled agents, certified public accountants, certified financial planners, tax preparers and attorneys and their clients

Educational services for financial service industry professionals, namely, training seminars, classes, presentations, workshops and programs and professional coaching in the field of professional development, excluding the field of taxes and accounting offered to enrolled agents, certified public accountants, certified financial planners, tax preparers and attorneys and their clients