Annuity services, namely, account and investment administration; consulting and information concerning insurance; financial consultancy and insurance consultancy; financial investment brokerage; financial planning for retirement; insurance brokerage services; investment advisory services; financial trust planning; financial trust operations; providing financial information; financial portfolio management; financial data analysis; financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Providing materials in connection with financial planning, tax planning, long term planning, and retirement services; Financial consultancy services for financial planning, tax planning, long term planning, and life planning

Educational services, namely, conducting programs in the field of personal self-development to support decision-making and planning strategies related to life changes and dealing with life changes; Life coaching services in the field of leadership self-development; Consulting relating to arranging and conducting of training workshops; One-on-one life coaching services in the field of self-awareness to create personal change and self-development; Providing online non-downloadable electronic publications in the nature of self-directed workbooks in the field of personal change and self-development related to changes in organizations; Providing non-downloadable webinar videos in the field of personal change via a website and on social media platforms; Providing non-downloadable training videos in the field of personal change via a website and on social media platforms; providing information online about life coaching, leadership, and self-development; leadership development training; Providing group coaching and in-person learning forums in the field of leadership development; 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; Life coaching services in the field of business, entrepreneurship, leadership, advertising, marketing, personal and professional development, creativity, expression, and goal-setting; educational services, namely, conducting online courses of instruction, workshops, conferences, coaching, training in the field of business, entrepreneurship, leadership, advertising, marketing, personal and professional development, creativity, and expression and distribution of educational materials in connection therewith; educational and entertainment services, namely, providing motivational speaking services in the field of business, entrepreneurship, leadership, advertising, marketing, personal and professional development, creativity, and expression; Providing events and meetings in the field of personal self-development