Business succession planning; Providing an on-line computer database in the field of business information and business contacts; Providing an on-line computer database featuring trade information in the field of long-term business strategy development for non-profit and charitable organizations and business succession planning; Providing business advice and information in the field of long-term business strategy development for non-profit and charitable organizations and business succession planning; Tax consultation

Financial consultation in the field of pension plans; Financial consultation in the field of planned giving for non-profit and charitable organizations; insurance consulting; estate planning; investment advice; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information in the field of employee financial benefit plans; Financial information provided by electronic means in the field of employee financial benefit plans, namely, benefits concerning child care, parking, and fitness club memberships; Financial information provided by electronic means in the field of financial planning, planned giving for non-profit and charitable organizations, life insurance, investment advice, monitoring financial markets for investment purposes, financial planning for retirement, financial savings advice, financial management of non-profit and charitable organizations

Educational services, namely, conducting classes, workshops, seminars, and lectures in the field of financial planning, planned giving, insurance, investments, financial market updates, financial planning for retirement, financial savings, financial management of non-profit and charitable organizations, and business succession planning