UPWISE

Educational services, namely, providing non-downloadable webinars in the fields of financial planning, retirement planning, retirement plan fees; financial wellness programs, namely, providing non-downloadable webinars featuring instruction in the field of financial planning for financial distributions; investment education, namely, providing non-downloadable webinars in the field of retirement planning, investment advice, trust management accounts, and financial and regulatory administration of retirement plans, and distribution of educational materials in connection therewith