Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, retirement planning, estate and legacy planning and cash flow management; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Education services, namely, mentoring in the field of financial management and investment management; Education services, namely, providing live and on-line workshops and seminars in the field of financial management, retirement planning and investment management; Educational services, namely, conducting workshops and seminars for adults in the field of fin ancial management, retirement planning and investment management; Providing a website featuring non-downloadable videos in the field of financial planning