9
COMPUTER SOFTWARE FOR PERSONAL FINANCIAL PLANNING AND ESTATE PLANNING
16
PRINTED PUBLICATIONS, NAMELY, BROCHURES, INFORMATION SHEETS, PRINTED EDUCATIONAL AND TEACHING MATERIALS, BOOKS, AND MEMBERSHIP MAGAZINES FOR A FRATERNAL BENEFITS SOCIETY, ALL IN THE FIELD OF FINANCIAL PLANNING AND MANAGEMENT, INVESTMENT PLANNING, ESTATE PLANNING, INSURANCE PLANNING, TAX PLANNING, CHARITABLE PLANNING, LIFE AND RETIREMENT PLANNING, LONG-TERM CARE, FUNDRAISING, FAITH AND FAMILY MATTERS
36
INSURANCE UNDERWRITING IN THE FIELD OF LIFE, MEDICAL, LONG-TERM CARE, DISABILITY AND ANNUITIES; INSURANCE BROKERAGE SERVICES; FINANCIAL ANALYSIS AND CONSULTATION SERVICES; INSURANCE CONSULTATION SERVICES; INVESTMENT MANAGEMENT AND CONSULTATION SERVICES; MUTUAL FUND INVESTMENT SERVICES; BANKING SERVICES; PROVIDING EDUCATIONAL SCHOLARSHIPS AND MONETARY GRANTS TO INDIVIDUALS; CHARITABLE FUNDRAISING SERVICES AND PROVIDING GRANTS TO EDUCATIONAL, RELIGIOUS, COMMUNITY OUTREACH AND SOCIAL SERVICES ORGANIZATIONS AND INSTITUTIONS, MUNICIPALITIES, AND CHURCH CONGREGATIONS
41
EDUCATION AND TRAINING IN THE FIELD OF FINANCIAL PLANNING AND MANAGEMENT, INVESTMENT PLANNING, ESTATE PLANNING, INSURANCE PLANNING, TAX PLANNING, CHARITABLE PLANNING, LIFE AND RETIREMENT PLANNING, LONG-TERM CARE, FUNDRAISING, FAITH AND FAMILY MATTERS, OFFERED THROUGH WORKSHOPS AND SEMINARS