WELLTH WORKS

Educational services, namely, providing seminars, workshops, conferences, retreats, and one-on-one mentoring in the fields of legacy planning and creation, preparation of heirs, emotional and behavioral aspects of managing and transferring wealth, interpersonal and family relationships, resolving personal and family conflict, discovery of one's life purpose, achieving personal goals, and how to educate, coach, and prepare children and other heirs for the transition of wealth and the responsibility for managing wealth, upon the death, disability, or retirement of the benefactor; organizing and arranging educational customized retreats or social entertainment events for families for the purposes of building, strengthening, and enhancing family relationships and personal and family conflict resolution

Life coaching services in the field of managing one's personal affairs; consulting, advisory, and counseling services in the fields of emotional and behavioral aspects of managing and transferring wealth, interpersonal and family relationships, personal and family conflict resolution, discovery of one's life purpose, personal motivation, and achieving personal goals