16 printed educational materials, namely brochures, pamphlets, worksheets and flyers,for institutional clients regarding planning a financial portfolio and investing for retirement through 401(k) and 403 (b) plans
36 financial services for institutional clients, namely, providing assistance in planning a financial portfolio and investing for retirement through 401(k) and 403(b) plans
41 educational services for institutional clients, namely, conducting workshops and seminars regarding planning a financial portfolio and investing for retirement through 401(k) and 403 (b) plans