35
Business networking of peer to peer learning groups of high
net worth individuals; business networking of peer-to-peer
learning groups of high net worth individuals for critique
regarding all aspects of an individual's portfolio such as
diversification of asset allocations, charitable
contributions and tax ramifications, estate planning,
foundations, raising children, investments and retirement
41
Education services, namely, providing group and one on one
mentoring in the field of investments; providing group
coaching and in-person learning forums in the field of
peer-to-peer learning groups of high net worth individuals
for critique of all aspects of an individual's portfolio,
from both a personal and financial perspective, to analyze
diversifying asset allocations, charitable contributions and
tax ramifications, estate planning, foundations, raising
children, investments and retirement
42
Computer services, namely, creating an on-line community of
registered users to participate in peer-to-peer learning
groups of high net worth individuals for critique of all
aspects of an individual's portfolio, from both a personal
and financial perspective, to analyze diversifying asset
allocations, charitable contributions and tax ramifications,
estate planning, foundations, raising children, investments
and retirement