EMPYRION

Educational publications, namely, workbooks, worksheets and hand-outs in the fields of financial and investment management and advice

Financial services, namely, wealth management services for private and institutional clients; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Financial planning services; Financial planning for retirement; Financial risk management; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Wealth analysis services, namely, identifying investment objectives, providing financial due diligence, conducting financial research, and compiling and analyzing statistics, data and other sources of information for wealth management purposes; Providing information and advice in the field of finance, financial investments and financial valuation; Financial services, namely, investment fund transfer and transaction services; Financial portfolio management; financial portfolio analysis services; Financial consulting services in the field of planned giving on behalf of private and institutional clients

Educational services, namely, conducting seminars, making personal appearances, and performing speaking engagements in the field of financial and investment management and advice