ROCKRIDGE

[ tax consulting services; ] business consulting services in the fields of pension plans, employee benefit plans, and investment plans; business research services

business and personal financial analysis and consulting services; financial management services; insurance consulting and underwriting services in the fields of life, accident and health insurance and annuities; securities brokerage services

educational services; namely, conducting seminars, workshops, classes, lectures and tutorials on the subjects of financial planning, investment strategies, insurance, estate management, pension management, and employee benefits; publication services; namely, publishing workbooks, study guides, texts, lessons, books, outlines, periodicals and newsletters on teh subjects of financial planning, investment strategies, insurance, estate management, pension management, and employee benefits