PLANNING WITH PURPOSE

Financial services, namely, providing financial consultation and financial assistance regarding retirement accounts and plans, transfers/rollovers to retirement accounts, personal savings accounts, wills, gift planning and gift annuities, investing, stewardship, employment and internships, establishing and funding trusts, endowments, donor advised funds, wealth management, and asset protection

Educational services, namely, conducting workshops in the fields of investment planning, retirement planning and planned giving, and distribution of course material in connection therewith; Workshops and seminars in the fields of investment planning, retirement planning and planned giving