Printed materials, namely, curricula in the field of personal finance and wealth management; Printed materials, namely, written articles in the field of personal finance and wealth management; Printed correspondence course materials in the field of personal finance and wealth management; Printed educational materials in the field of personal finance and wealth management; Printed instructional, educational, and teaching materials in the field of personal finance and wealth management; Printed publications, namely, brochures, booklets, and teaching materials in the field of personal finance and wealth management; Printed teaching materials in the field of personal finance and wealth management; Printed teaching materials in the field of personal finance and wealth management

Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, for physicians, doctors, and medical professionals; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Insurance and financial information and consultancy services; On-line financial planning services; Providing financial assessment services to physicians, doctors, medical professionals; Providing financial consultation services to physicians, doctors, medical professionals; Providing financial information services to physicians, doctors, medical professionals; Strategic corporate financial advisory services

Education in the fields of personal finance and wealth management rendered through correspondence courses; Education services, namely, one-on-one mentoring in the fields of personal finance and wealth management; Education services, namely, providing non-downloadable webinars in the field of personal finance and wealth management; Education services, namely, providing panel discussions in the field of personal finance and wealth management; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Conducting of in-person educational forums in the field of personal finance and wealth management; Development and dissemination of printed educational materials of others in the field of personal finance and wealth management; Educational services, namely, conducting informal on-line programs in the fields of personal finance and wealth management, and printable materials distributed therewith; Educational services, namely, conducting informal programs in the fields of personal finance and wealth management, using on-line activities and interactive exhibits, and printable materials distributed therewith; Educational services, namely, conducting educational workshops in the field of personal finance and wealth management and distribution of course materials in connection therewith in printed or electronic format; Personal appearances by an actor as a spokesperson for entertainment and education purposes; Production and distribution of videos in the field of personal finance and wealth management; Providing education in the field of personal finance and wealth management rendered through correspondence courses; Providing education in the field of personal finance and wealth management rendered through video conference