Educational services, namely, providing seminars, classes, workshops, and continuing education courses in the fields of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, financial investment brokerage, business management, business development, marketing, sales methods, leadership, customer relationship management, and technology to support financial services professionals; Professional coaching programs, namely, conducti...

Downloadable software in the nature of mobile applications for use by financial services professionals in conducting financial and investment transactions and assessments; all of the foregoing excluding consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, and credit card services

Educational services, namely, providing continuing education courses to financial services professionals in the field of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, and financial investment brokerage

Educational services, namely, providing continuing education courses to financial services professionals in the field of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, and financial investment brokerage

Retirement plan services for employers, namely, financial administration of customized employee retirement plans; investment management; providing financial retirement plan consulting services to employers on designing and administering an employee retirement plan; financial administration of retirement plans, namely, administering employee enrollment, determining plan eligibility, monitoring payroll contribution, processing participant loans, processing participant withdrawals, preparing tax...

Educational services, namely, providing seminars, conferences, classes, workshops, and continuing education courses in the fields of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, financial investment brokerage, business management, business development, marketing, sales methods, leadership, customer relationship management, and technology to support financial services professionals; Professional coaching programs, nam...