THE WISE WITH MONEY MOVEMENT

Insurance, namely, underwriting services, in the field of life, medical, long-term care, disability; insurance brokerage services; insurance consultation services; issuance and administration of annuities; financial analysis, planning, consultation, and management services; financial retirement planning services; investment management and consultation services; mutual fund investment services; charitable fundraising services; providing grants to other individuals, organizations, institutions, communities, and church congregations for education, health and human service, hunger relief, cultural arts, housing and residential improvement and community service and outreach programs; securities distribution, brokerage, and investment services; securities underwriting services

Educational services, namely, seminars and workshops in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, health-related matters and the distribution of course materials in connection therewith