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Financial and investment advisory, consultancy, evaluation, information and management services, namely, retirement planning, wealth creation services, and providing financial planning advice; real estate acquisition services; real estate agency services; real estate appraisal; real estate brokerage; real estate escrow services; real estate investment; real estate listing; real estate management; leasing of real estate properties; annuity underwriting and consultation related thereto

Education services, namely, providing classes, seminars, workshops, tutoring, and mentoring in the field of retirement planning, wealth creation, financial planning, real estate leasing, real estate acquisition, real estate appraisal, real estate brokerage, real estate escrow, real estate investment, real estate listing and real estate management