PLANNING CONFIDENCE SCORE

Providing information in the field of wealth management; financial advisoryservices, namely, wealth preservation and intergenerational wealth transferplanning services.; Providing information online in the field of wealth managementrelating to intrafamily relationships and intergenerational wealth.

Production and distribution of videos in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; online publication of blogs in the field of family management and relationships; entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships.

Providing a website featuring information in the fields of personal relationshipsand personal relationship communication practices and services.