36 Financial planning; executive financial compensation planning; retirement financial planning; settlement and financial planning; administration of employee benefit plans; insurance administration in the field of group health benefits; estate planning; insurance brokerage and consultation; mortgage lending and brokerage; investment services, namely debt counseling and asset management; and risk management
41 Educational services, namely, providing courses, workshops and seminars in the fields of Financial Planning, Estate Planning, Executive Management, and Employee Training and Development