Insurance assistance and consultation, namely, assistance in obtaining issuance of home, life, and health insurance policies

Arranging, developing, organizing, and conducting conferences, workshops, symposiums and seminars in the fields of investment management and planning, income distribution and preservation for long term sustainability, tax planning to capture and optimize tax efficiencies and understand tax implications of investments, estate planning, and healthcare insurance choices; Business training in the fields of investment management and planning, income distribution and preservation for long term sustainability, tax planning to capture and optimize tax efficiencies and understand tax implications of investments, estate planning, and healthcare insurance choices; Educational services, namely, conducting conferences, seminars, lectures, teleseminars, teleclassess, symposiums and workshops in the fields of investment management and planning, income distribution and preservation for long term sustainability, tax planning to capture and optimize tax efficiencies and understand tax implications of investments, estate planning, and healthcare insurance choices and distribution of training material in connection therewith in printed or electronic format; Workshops and seminars in the fields of investment management and planning, income distribution and preservation for long term sustainability, tax planning to capture and optimize tax efficiencies and understand tax implications of investments, estate planning, and healthcare insurance choices