ELITE ENGAGEMENT

Business consultancy and advisory services, namely, providing business information in the fields of business practice management, business management, and client management in the nature of customer relationship management, and marketing for use by investment advisors and financial services professionals

Consultation services, namely, providing financial information in the fields of finance, investment and investment management, financial markets, and financial planning for use by investment advisors and financial services professionals

Educational services, namely, providing continuing professional education programs, workshops, and non-downloadable webinars in the fields of practice management, business development, business management, client management, and marketing, all for use by investment advisors and financial services professionals