DYNAMIC PORTFOLIO MANAGEMENT

Digital media, namely, pre-recorded DVDs, downloadable audio and video recordings, and CDs featuring and promoting information relating to financial planning and wealth management; Downloadable electronic newsletters delivered by e-mail in the field of financial planning and wealth management; Downloadable electronic publications in the nature of articles, checklists, brochures, special reports in the field of financial planning and wealth management; Electronic sports training simulators

Partially printed forms; Printed calendars; Printed charts; Printed educational materials in the field of financial planning and wealth management; Printed informational cards in the field of financial planning and wealth management; Printed matter, namely, paper signs, books, manuals, curricula, newsletters, informational cards and brochures in the field of financial planning and wealth management

Arranging and conducting business seminars in the field of financial planning and wealth management; Educational services, namely, conducting face-to-face and online seminars, classes, lectures, webinars in the field of financial planning and wealth management; On-line journals, namely, blogs featuring information relating to financial planning and wealth management; Providing a website featuring non-downloadable articles in the field of financial planning and wealth management; Providing a website featuring non-downloadable videos in the field of financial planning