FAMILY VALUE AT RISK

Paper and printed matter, namely, a series of written articles and newsletters in the field of estate planning, finance, insurance and wealth management; printed educational, instructional and teaching materials in the field of estate planning, finance, insurance and wealth management; series of books and workbooks in the field of estate planning, finance, insurance and wealth management

Business services, namely, formulation of procedures, processes and routines in the field of estate planning, finance, insurance and wealth management to assist in making operational, tactical, and strategic decisions for organizations; providing a website containing business and trade information in the field of estate planning, finance, insurance and wealth management

Financial services, namely, wealth management services; investment management, estate review and planning; insurance planning, namely, insurance consultation

Educational services, namely, providing educational conferences and seminars in the field of estate planning, finance, insurance and wealth management; entertainment services, namely, providing live speaking presentations in the field of estate planning, finance, insurance and wealth management; entertainment services, namely, providing webcasts in the field of estate planning, finance, insurance and wealth management