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Printed matter, namely, questionnaires, reports, brochures, and newsletters in the fields of personal financial assessment, personal financial planning and management, legacy planning, and charitable giving

Personal financial analysis and planning calculation tools in the nature of online, interactive questionnaires to assist in personal financial assessment and making decisions in the areas of personal financial planning and management, legacy planning, and charitable giving; information provided by electronic means in the fields of personal financial assessment, personal financial planning and management, legacy planning, and charitable monetary giving

On-line publications, namely, questionnaires, reports, brochures, and newsletters in the fields of personal financial assessment, personal financial planning and management, legacy planning, and charitable giving, all for educational purposes