RETIREMENT INTELLIGENCE

Financial services, namely, financial information and financial advisory services for management of retirement plans and investments for individuals and families

Educational services, namely, conducting programs in the field of retirement plans; educational services in the nature of informational classes in the field of investment options and retirement planning; educational services, namely, conducting online and in-person seminars, classes, and workshops in the field of retirement planning, estate planning, endowments, and foundations; financial education services, namely, conducting programs in the field of retirement plans; financial education services in the nature of providing informational classes in the field of investment options and retirement planning; financial education services, namely, conducting online and in-person seminars, classes, and workshops in the field of retirement planning, estate planning, endowments, and foundations