99613029
Jan 24, 2026
Downloadable educational publications, namely, printable articles, handouts, checklists in the field of finance, investment, and taxation planning
Electrical and Scientific ApparatusPrinted publications, namely, articles, handouts, checklists, in the field of finance, investment, and taxation planning
Paper Goods and Printed MatterAuditing of financial statements; Tax and taxation planning, advice, information and consultancy services; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
Advertising and BusinessFinancial management in the field of analyzing pension and social security benefits, legacy planning, planning multi-generational wealth transfers, and evaluating insurance needs;; Financial valuations; Financial consultancy; Financial risk management
Insurance and FinancialOn-line journals, namely, blogs featuring information in the field of finance, investment, and taxation planning; Educational services, namely, providing in person and online seminars, workshops, and classes in the fields of finance, investment, and taxation planning
Education and Entertainment