MAKE YOUR MONEY LAST A LIFETIME

Digital media, namely, pre-recorded video cassettes, digital video discs, digital versatile discs, downloadable audio and video recordings, DVDs, and high definition digital discs featuring information related to financial planning, tax planning, business valuations, insurance analysis, retirement planning, and estate planning

Publications, namely, books, workbooks, manuals, and newsletters, all in the field of financial planning, tax planning, business valuations, insurance analysis, retirement planning, and estate planning

Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial planning, tax planning, business valuations, insurance analysis, retirement planning, and estate planning and distribution of training materials in connection therewith