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Financial affairs, namely, disseminating information, recommendations, and advice through email, website, mobile communication devices, smartphones, and in person meetings and seminars in connection with financial planning services, investment consulting and advisory services, asset and wealth management. services, and retirement planning services; and providing or recommending providers of budgeting software, financial planning calculators, and other financial related tools

Education, training, and entertainment services-- namely providing online publications through email and website, namely newsletters, blogs and downloadable reference materials; presenting on-line or downloadable podcasts or videos; presenting on-line and in person seminars; and conducting radio broadcasts; all in connection with providing education, training and entertainment related to financial matters, namely, financial planning, investment consulting, asset and wealth management, and retirement planning