KEEL POINT

ESTATE PLANNING; FINANCIAL PLANNING; WEALTH MANAGEMENT, NAMELY FINANCIAL MANAGEMENT; INVESTMENT MANAGEMENT SERVICES; FAMILY FINANCIAL SERVICES; AND TRUST ADMINISTRATION; TAX PAYMENT PROCESSING SERVICES

EDUCATIONAL SERVICES, NAMELY, CONDUCTING COURSES, CLASSES, SEMINARS AND WORKSHOPS RELATING TO FINANCIAL INVESTING IN STOCKS, BONDS AND MUTUAL FUNDS, CONDUCTING CLASSES IN FAMILY FINANCIAL AND FAMILY LEGACY PLANNING; PERSONAL COACHING SERVICES IN THE FIELD OF ARRANGING FAMILY FINANCIAL AND FAMILY LEGACY PLANNING AND MENTORING IN THE FIELD OF FAMILY FINANCIAL AND FAMILY LEGACY PLANNING