THE INSTITUTE OF FINANCIAL WELLNESS

Financial consulting; Financial planning for retirement

Workshops and seminars in the field of financial planning, tax planning, and investment advice; Education services, namely, providing tutorial sessions in the field of financial planning; Providing a website featuring non-downloadable articles in the field of financial planning; Providing a website featuring non-downloadable videos in the field of financial planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of booklets, magazines, and articles as well as non-downloadable educational videos all in the field of financial planning