LIFEVEST-YOUR WEALTH, YOUR WAY

Financial information services, namely, providing financial information via electronic means and in person seminars and programs in the fields of finance, financial planning, investment management, and wealth management; and financial consulting services, namely, providing advice and analysis and developing strategies for financial planning, investment management, and wealth management

Education and training services, namely, providing online and in person programs and seminars and non-downloadable online podcasts and non-downloadable videos in the fields of finance, financial planning, investment management and wealth management