WHITE GLOVE

Downloadable electronic newsletters in the field of business marketing; downloadable webinars in the fields of retirement taxes, social security, estate planning, Medicare, college planning, and financial wellness

Promoting the financial seminars and workshops of others; marketing services in the nature of promoting the seminars, workshops, and webinars of others; marketing services in the nature of lead generation; Advertising, marketing, and promoting the goods and services of others via email, social media, business event listing websites, telephone calls, and text messages; promoting the services of others through email campaigns, social media campaigns, event listing websites, telephone calls, and text messages; business consultancy relating to business growth for financial advisors; preparing audiovisual presentations for use in marketing for financial advisors

Planning and organizing educational financial workshops for others; consultancy relating to arranging and conducting of seminars; arranging educational seminars, workshops, and providing non-downloadable educational webinars in the fields of retirement taxes, social security, estate planning, Medicare, college planning, and financial wellness; educational services, namely, providing online non-downloadable videos in the field of business growth for financial advisors and marketing professionals; educational services, namely, conducting roundtable discussions in the field of business growth for financial advisors; libraries featuring guides, templates, checklists, and scripts for developing financial advisor presentations