(Based on Intent to Use) Education in the field of fiduciary responsibility for investing rendered through video conference; Education services, namely, providing live and on-line blogs, seminars, podcasts in the field of fiduciary responsibility for investing; Entertainment services, namely, providing webcasts in the field of fiduciary responsibility for investing; On-line journals, namely, blogs featuring fiduciary responsibility for investing; Electronic publishing services, namely, public...

Financial investment services, namely, financial management of investments; investment portfolio construction, namely, financial portfolio management; investment risk control, namely, financial risk management; financial risk management; fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation; financial analysis and consultation, namely, providing macroeconomic analysis strategy advice; financial analysis and consultation...

(Based on Use in Commerce) Financial investment services, namely, financial management of investments; fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation; providing information on the topics of fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation via a global computer network; investment portfolio construction; financial risk management; mutua...

Financial planning and investment advisory services

Trustee services, namely, financial trust administration and management of trust accounts; personal financial trust administration services; Financial services, namely, decedents' estate settlement and probate administration services in the nature of financial administration, distribution, and management of estate trusts; Decedents' revocable estate trust settlement services, namely, financial administration, distribution, and management of estate trusts; representative services as a trustee,...

Trustee services, namely, financial trust administration and management of trust accounts; personal financial trust administration services; Financial services, namely, decedents' estate settlement and probate administration services in the nature of financial administration, distribution, and management of estate trusts; Decedents' revocable estate trust settlement services, namely, financial administration, distribution, and management of estate trusts; representative services as a trustee,...

Trustee services, namely, financial trust administration and management of trust accounts for individual trustees; personal financial trust administration services; Financial services, namely, decedents' estate settlement and probate administration services in the nature of financial asset custody for estate trust management purposes, and financial administration, distribution, and management of estate trusts; Decedents' revocable estate trust settlement services, namely, financial asset cust...

Trust services, namely, investment and trust company services

Investment advisory and retirement investment educational services

financial planning services, financial investable asset management, assistance with 401K and qualified 401K plans, namely, financial administration, management, and planning in the nature of oversight, setup, design, and creation of 401K retirement and qualified 401K retirement plans, financial 401K and qualified 401K retirement plan consulting services

Financial planning and investment advisory services

Financial planning services in person and via computer network; namely, assisting groups to create retirement plans, and assisting plan, and assisting individual members of group retirement plans to set retirement objectives and manage plan assets

Entertainment and educational services, namely, ongoing radio talk shows in the field of financial planning for retirement

Real estate brokerage

Promoting public awareness of the need for financial and investment planning

Administration of employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial planning and investment advisory services; Investment advisory services

Newsletter to be distributed via email

accountings and tax returns for trusts and estates

APPLICATION SERVICE PROVIDER IN THE FIELDS OF INVESTMENT EDUCATION AND ADMINISTRATIVE COMPLIANCE FOR QUALIFIED RETIREMENT PLANS

Financial consultation by fiduciary representatives in the field of retirement and employee benefit plans

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; inv...

Providing consulting services to pension plans, trusts, charities, and foundations

Providing consulting services to pension plans, trusts, charities, and foundations

SOFTWARE-BASED DATA PROCESSING SERVICES FOR THE PREPARATION OF TAX RETURNS AND REPORTS

A COMPUTER SOFTWARE PACKAGE FOR AN INCOME TAX SERVICES

Computer software and hardware for trust administration, fiduciary administration, and contract management, and for compliance with laws, regulations, standards of operation, and obligations in the fields of fiduciary administration and trust administration

Investment Management

Fiduciary representatives

financial services, namely providing information in connection with the offering of investment choices to retirement plans under group annuity contracts and insurance company separate accounts

educational services, namely conducting classes and seminars in the field of trust auditing

Financial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; f...

Tax planning

charitable services, namely, providing donor advised funds to support philanthropic giving; charitable services, namely, facilitating donations of appreciated stock to benefit charities

charitable services, namely, providing donor advised funds to support philanthropic giving; charitable services, namely, facilitating donations of appreciated stock to benefit charities

Business consultation services, namely, advising investment managers on regulatory compliance

Financial services, namely, financial planning; financial research; estate planning; estate trust management and administration; fiduciary services and representation; investment consultation; investment management; financial analysis and consultation; financial management; cash management; and financial services in the nature of investment security provided over the Internet

Financial services, namely financial planning; financial research; estate planning; estate trust management and administration; fiduciary services and representation; investment consultation; investment management; financial analysis and consultation; financial management; cash management; and financial services in the nature of investment security provided over the Internet

Financial services, namely, financial planning services for retirement; financial and retirement plan compliance services, namely, financial administration of retirement plans

Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Investment consultation; Investment management; Management of securit...

Consulting services in the field of employer sponsored financial retirement plans

Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of fiduciary governance

Analytical, consulting and asset management services for investment fiduciaries

On-line investment services, namely, providing pension plan investment summaries, analysis, evaluation, monitoring, investment policies and policies and reports to assist investment committees to evaluate, select and monitor investment funds for their organization's pension plans

Providing a web site featuring guidance in the field of retirement plan administration and fiduciary compliance

financial planning services, investment management and investment advisory services and trust management account services; financial consulting on issues relating to retirement income, business succession, qualified benefit plans, pension planning, estate planning, divorce planning and charitable gift planning

Litigation support services, namely, an in-depth discovery probe resulting in a written report that provides an assessment of the performance of fiduciary duty, including legal tax regulatory concerns in the fiduciary supply chain as well as analysis of documents, policies and procedures and relevant fiduciary standards of care, with the primary consumers being attorneys, CPAs and trustees or beneficiaries involved in legal disputes of fiduciary duty

Financial advisory and consultancy services; Financial planning and investment advisory services

Business consulting services in the field of business leadership development using a framework to examine and analyze the effectiveness of a critical decision-maker who is serving in a leadership role and to substantiate the effectiveness and procedural prudence of a critical decision-maker who is serving in the capacity of a fiduciary via the business leadership development consulting services

Providing online, non-downloadable software for analyzing and evaluating financial and investment instruments, and providing financial reports

Investment and financial services in the field of unit investment trusts, collective trusts, exchange traded funds, mutual funds, variable annuities, and 401(k)'s