THE MOVING TO TAX-FREE ADVISOR GROUP

Tax and taxation planning, advice, information and consultancy services

Estate planning; Financial planning and investment advisory services

Educational services, namely, conducting online and in person presentations, seminars, classes, and workshops in the field of estate, legacy, tax, insurance, investment, and financial planning and distribution of course and educational materials in connection therewith; Providing on-line videos featuring information on estate, legacy, tax, investment, insurance, and financial planning, not downloadable; Education services, namely, providing non-downloadable webinars in the field of information on estate, legacy, tax, investment, insurance, and financial planning