Assistance, advice, and consultancy with regard to financial planning and financial analysis in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Consulting services in the field of state and federal employee benefit plans concerning finance and insurance; Consulting and information concerning insurance; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial services, namely, savings programs for individuals and administration of savings programs; On-line financial planning services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial valuations, the financial aspects of retirement, debt and credit management, financial asset protection, estate planning, and insurance; Providing information in the field of finance and insurance; Strategic financial advisory services

Education in the field of finances, financial management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing and conducting training courses and distribution of training materials in connection therewith for subject matters as requested by customers; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and also featuring non-downloadable software for database management and word processing. Providing on-line training in the form of courses, seminars, and workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Training courses in strategic planning relating to the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Educational and entertainment services, namely, conducting seminars in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; entertainment services, namely, the provision of ongoing radio and television programs in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Providing a website featuring non-downloadable videos in the field of finances, financial management, the acquisition of income and capital, debt and credit management, financial investment, financial asset protection, estate planning, and insurance