Financial consultation for high net worth individuals and businesses

Instruction Manual and Securities Offering Document Production Templates in word processing and spreadsheet formats

financial planning, analysis and consultation

financial planning, investment advice and consultation, insurance brokerage and security brokerage

financial planning, investment advice and consultation, insurance brokerage and security brokerage

INSURANCE AND FINANCIAL (BANKING) SERVICES

EVALUATION AND ASSISTANCE IN ANALYSIS OF PROFIT SHARING AND PENSION PLANS, TAX SHELTERED PROGRAMS, ESTATE PLANNING, EMPLOYEE BENEFIT PROGRAMS, EMPLOYEE COMMUNICATIONS, BUSINESS INSURANCE AND INVESTMENT PLANNING

Financial consultation for high net worth individuals and businesses

Banking Services-Namely, Financing, Credit and Loan Services

electronic processing of mutual funds and other investment transactions for others

computer programs and program manuals all sold as a unit for electronic processing of mutual funds and other investment transactions

services in connection with processing mutual fund, financial and investment transactions

computer programs and program manuals all sold as a unit for electronic processing of mutual funds and other investment transactions

Appraisal and evaluation of real estate; Appraisal of real estate; Appraisals for insurance claims of real estate; Assessment and management of real estate; Commercial and residential real estate agency services; Financial investment in the field of real estate; Financial valuation of personal property and real estate; Financial valuations; Land valuation; Mortgage foreclosure mitigation and loan default mitigation services, namely, acquisition and lease-back of real estate; Providing real es...

Providing information on government financial assistance program; administering government financial assistance program for wireless services

Providing information on government financial assistance program; administering government financial assistance program for wireless services

Financial analysis and consultation; Financial evaluation for insurance purposes; Financial investment in the field of securities; Financial management; Financial planning; Financial portfolio management; Financial services in the nature of an investment security; Financial trust operations; Insurance agencies in the field of accident, life, and Long Term Care, Disability; Insurance consultation; Providing information in insurance matters; Providing on-line financial calculators

administration of life insurance and annuities

administration of life insurance and annuities

Education services, namely, providing instructor sessions, workshops, seminars, online courses in the field of finance, personal development and regulatory licensing exams performance

Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning

advertisement, internet and publications

Education services, namely, providing courses and workshops in the field of personal finance; Providing online non-downloadable videos in the field of personal finance; Providing a web site that features informal instruction on personal finance; Entertainment services, namely, providing video podcasts in the field of personal finance; Entertainment services, namely, providing webcasts in the field of personal finance

Financial advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage; Insurance consultation; Investment management; Advice relating to investments; 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 ins...

Financial advice and consultancy services

Entertainment services, namely, providing ongoing webisodes featuring information in the field of financial advisory and consultancy services, financial management, and financial planning via a global computer network; educational and entertainment services, namely, a continuing program about financial advisory and consultancy services, financial management, and financial planning accessible by audio, video, and computer networks; entertainment services, namely, providing podcasts in the fiel...

Education and entertainment services, namely, production and distribution of ongoing television programs in the field of financial management and planning

Financial advisory and consultancy services, financial asset management, financial planning

Educational services, namely, providing [in-person courses on personal finance, in-person seminars on personal finance, in-person workshops on personal finance,] online courses on personal finance, online seminars on personal finance, online workshops on personal finance, and distribution of written and online educational materials in connection therewith

Educational services, namely, providing in-person courses on personal finance, in-person seminars on personal finance, in-person workshops on personal finance, online courses on personal finance, online seminars on personal finance, online workshops on personal finance, and distribution of written and online educational materials in connection therewith

Financial consulting services, namely, providing counseling and advice in the field of financial management

Educational Services-Namely, Conducting Seminars Dealing with Personal Financial Planning

Providing education courses in the field of financial literacy offered through online, non-downloadable videos and instructor assistance; Providing on-line training courses in the field of financial literacy; Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field(s) of financial literacy; On-line journals, namely, blogs featuring educational information on the subject of financial literacy

providing information on a website on a global computer network for financial portfolio management, financial valuation and financial records for individual clients, insurance agents and insurance agency personnel

Financial consultation services

financial management, financial consulting and analysis in the fields of taxation, estate taxation, retirement income, disability income, life insurance; financial investments in the fields of mutual funds, life insurance, variable and fixed annuities, and securities

Financial analysis and consultation; Financial evaluation for insurance purposes; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities...

Financial analysis and consultation; Financial consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial s...

Accounting services

Coaching in the field of PERSONAL FINANCE; Education services, namely, one-on-one mentoring in the fields of PERSONAL FINANCE; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of PERSONAL FINANCE; Educational services, namely, providing on-line seminars, workshops, and coaching in the field of Personal finance; Life coaching services in the field of PERSONAL FINANCE; Money coaching services; Personal coaching services in the field of Pers...

Online financial literacy education

Computer hardware; computer servers; computer hardware, namely, storage servers; network servers; apparatus comprising computer hardware and recorded software for data storage and data recovery sold as a unit comprising data processors, network servers and recorded memories for use with computers; recorded operating software and data storage units, namely, storage servers; downloadable computer software for database management, data storage, networking and virtualization; downloadable mobile ...

Financial consulting; Financial planning; Financial planning consultation

Providing recognition and incentives to financial service members by the way of awards to demonstrate quality and excellence in the field of financial management and the acquisition of income and capital

Providing recognition and incentives to financial service members by the way of awards to demonstrate quality and excellence in the field of financial management and the acquisition of income and capital

Tax and taxation planning, advice, information and consultancy services

Financial information; Financial research and information services; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a web site; Providing financial information via a website; Providing information and research i...

Education services, namely, providing classes and instruction in the field of personal finance to students grades K - 12 and college students; education services, namely, developing curriculum for educators in the field of personal finance to students grades K - 12 and college students; providing information about education in the field of personal finance; providing in-person educational forums in the field of personal finance; arranging and conducting educational classes, seminars, conferen...

Providing training for certification in the field of finance; Financial training and coaching services

Providing training for certification in the field of finance; Financial training and coaching services