HOW WILL YOU SPEND YOUR FUTURE?

printed educational materials in the financial field; printed materials, namely, printed newsletters, brochures and pamphlets in the financial field

administration of employee retirement plans; financial analysis and consultation; providing financial information by electronic means; financial planning services; financial services in the nature of an investment security

educational services, namely, providing workshops and seminars in the field of financial planning, and distributing written course materials in connection therewith