NEXGEN PLANNERS

Downloadable written templates for creating financial planning documents and forms, all in the field of financial planning

Consulting services in the field of financial planning

Educational services, namely, training of financial advisors in the field of financial planning and providing training courses for financial services companies in the field of financial planning; educational services, namely, providing non-downloadable videos in the field of financial planning via the Internet; educational services, namely, providing seminars, workshops, and non-downloadable webinars in the field of financial planning