TOM WHEELWRIGHT

Educational services, namely, conducting online and in-person classes, seminars, conferences, and workshops in the fields of aligning financial goals with life goals, financial investment strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, wealth management strategy, financial planning and retirement planning and distribution of materials in connection therewith in printed or electronic format; providing a website featuring blogs and non-downloadable publications in the nature of articles and non-downloadable videos in the field of live radio and television personality performances; personal appearances by a certified public accountant as a spokesperson for education purposes