SYNC

Financial advice, namely, providing financial information and advice in the field of retirement planning and investing for retirement; providing a web site featuring personal financial information and financial advice; providing a web-based system and online portals in the field of financial planning and investment for retirement

Educational services, namely, providing courses, seminars, and workshops online and in person to individuals and investment advisors in the field of financial planning and investment for retirement; educational services, namely, providing podcasts in the field of financial planning and investing for retirement