Financial advisory services, namely advisory services in the fields of wealth management, retirement planning, life insurance, mutual funds, annuities, investments, health insurance, disability income insurance and charitable giving; Financial consulting services, namely consultation in the fields of wealth management, retirement planning, life insurance, mutual funds, annuities, investments, health insurance, disability income insurance and charitable giving; Investment advisory services, namely the analysis of securities, advice and recommendations on securities, expert advisory on portfolio creation, management of the assets of others, management of investment portfolios of others and the purchase and sale of investments on behalf of others; Investment portfolio services, namely advisory services, consultation and investment services for the creation and management of investment portfolios and the investment of funds for others; Insurance brokerage services, namely advising and consulting others in the field of insurance and obtaining insurance for others

Business training services, namely training services provided as seminars and webinars in the fields of financial advising, financial consultation, investment advising, investment portfolio advising, and insurance brokerage; Business education services, namely education services provided as seminars and webinars in the fields of financial advising, financial consultation, investment advising, investment portfolio advising, and insurance brokerage