THE MANTLE OF FAMILY FINANCIAL LEADERSHIP

(Based on Intent to Use) Business advisory services in the field of wealth transition; Business management and consultation in the field of wealth transition

(Based on Use in Commerce) Financial services, namely, wealth management services

(Based on Use in Commerce) Business training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth transition; Education services, namely, providing live and on-line seminars and workshops in the field of wealth transition; Education services, namely, providing seminars and workshops in the field of wealth transition; Educational services, namely, conducting programs in the field of wealth transition; Educational services, namely, conducting seminars and workshops in the field of wealth transition; Educational services, namely, providing continuing professional education courses in the field of wealth transition; Educational services, namely, providing educational speakers in the field of wealth transition