THE AND ASSET

Printed publications, namely, books, booklets, hand-outs, workbooks, brochures, teaching, and course materials in the field of finance, financial planning, insurance, and life insurance

Financial analysis and research services; Financial information and evaluations; Financial information and advisory services; Financial advice; Financial research; Financial portfolio analysis services; Financial planning services; Providing on-line financial calculators; Strategic financial advisory services; Financial planning for retirement; Financial distribution planning for retirement; Wealth management services; Estate planning advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance advisory and consultancy services; Providing information and advice in the fields of finance, financial planning, insurance, and life insurance; Development and provision of insurance policies for others

Educational services, namely, classes, workshops, courses, and instruction in the fields of finance, financial planning, insurance, and life insurance; Entertainment services, namely, providing podcasts in the fields of finance, financial planning, insurance, and life insurance; Entertainment services, namely, providing videos, films, and multimedia in the fields of finance, financial planning, insurance, and life insurance; Video, film, and multimedia production services