MAKE YOUR MONEY LAST A LIFETIME

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; entertainment services, namely, providing a website featuring non-downloadable videos, sound recordings, webisodes, blogs, and current events news articles in the field of financial planning, tax planning, [ business valuations, ] insurance analysis, retirement planning, and estate planning