HELPING PEOPLE UNDERSTAND CHANGE

Prerecorded audiotapes and compact discs intended for brokers, financial advisors and investors containing information in the fields of financial planning, financial management, and investment strategies

Printed matter, namely, books, manuals, and reports intended for brokers, financial advisors and investors containing information in the fields of financial planning, financial management, and investment strategies; newsletters in the fields of financial planning, financial management, and investment strategies

Educational services, namely, conducting seminars, conferences and workshops in the fields of finance, financial advising, and investment strategies, and distributing course materials in connection therewith