INSURANCE AND FINANCIAL SERVICES, NAMELY, IN FIELD OF LIFE INSURANCE AND ANNUITIES

charitable fund raising services

General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members

CONSULTATION SERVICES IN THE FIELD OF PERSONAL INVESTMENT

banking services; online banking services; financial services, namely, credit and debit card services in the nature of credit card and debit card transaction processing services; checking account services; savings account services; debit account services featuring a computer readable card; charitable services, namely, providing financial support to community leaders; financial information provided by electronic means in the field of finance and investments; Providing information in the field ...

Printed matter, namely, paper signs, books, manuals, curricula, newsletters, informational cards and brochures in the field of financial affairs; printed teaching materials in the field of financial affairs, except apparatus, not included in other classes

Educational and entertainment services, namely, conducting and presenting seminars, lectures, workshops, and panel discussions, making personal appearances by a financial and insurance advisor, radio personality and television personality, performing speaking engagements, authoring creative works, namely, writing of texts, film, radio and video production, and providing ongoing television and radio talk shows all in the field of public interest concerning financial planning; entertainment in ...

Providing online non-downloadable computer software for use by others in analyzing, calculating and illustrating financial metrics and indicators in the fields of finance, financial planning, business consulting, practice management and informational services in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and ins...

Providing online non-downloadable computer software for use by others in analyzing, calculating and illustrating financial metrics and indicators in the fields of finance, financial planning, business consulting, practice management and informational services in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and ins...

Computer software that provides web-based access to applications and services in the field of finance and financial planning

Computer software that provides web-based access to applications and services in the field of finance and financial planning

Educational services, namely, providing live and on-line classes in the fields of personal finance

Insurance agencies

Promoting financial and insurance services of others through consulting in the field of risk management and through distribution of printed material

financial services, namely, financial analysis, financial consultation, financial management, financial planning, financial forecasting, financial research, financial portfolio management, financial advice, investing the funds of others, money management services, investment management services, retirement fund investment services, charitable planning, estate planning, mutual fund planning, mutual fund management and mutual fund investment services

Financial consulting in the field of money management and improving one's relationship with money

Psychic reading services

Providing online non-downloadable software accessible through a network medium, namely, financial analysis software in the field of financial personality trait analysis and investor profiling; providing online non-downloadable software for analyzing answers to digital, web-based and pre-printed financial questionnaires; providing online non-downloadable software for preparing digital and printed profile reports and personality trait reports based on answers to financial questionnaires; and pr...

Financial consulting

Professional coaching services in the field of financial management; providing group coaching in the field of financial management; educational services, namely, conducting workshops in the field of financial management

Financial research

CALCULATORS, HAND-HELD COMPUTERS AND COMPUTER PROGRAMS FOR SAME

[ FINANCIAL SERVICES-NAMELY, FINANCIAL, MATHEMATICAL PROBLEM SOLVING, COMPUTING, AND THE LIKE, AND OFFERING FINANCIAL CONSULTING SERVICES IN CONJUNCTION THEREWITH ]

brochure and newsletter publication services

Online non-downloadable software, namely, software that provides a snapshot as to the user's financial status

Financial consultancy, Financial management, Financial planning, Financial services, namely, wealth management services, Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development, and Investment management, all provided in relation to wealth management

Life coaching services in the field of money; Money coaching services

Educational services, namely, conducting classes, workshops, webinars and web based courses in the fields of finance and accounting and distribution of training materials in connection therewith

Financial advice and consultancy services; Financial investment in the field of SECURITIES; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products

Providing advice and consultation services in the field personal financial planning, namely investment, tax, and estate planning

Financial planning services, namely, estate planning, retirement planning, tax planning, investment planning, cash flow management, risk management; Registered investment advisory services

Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Appraisal and evaluation of real estate; Assessment and management of real estate; Banking and financing services; Business brokerage services and related consulting pertaining to business sales, mergers, acqui...

Computer database management software used to analyze and structure financial information for business; business computer database management software used for assisting business in obtaining financial goals; computer software used for research and analysis in the fields of business management, corporate finance, investments, banking, taxes, asset acquisition, budgeting, and purchasing; financial calculation and analysis business computer software used for calculating and outlining financial ...

Online blog featuring information about financial development and invention creation; On-line video journals, namely, vlogs featuring nondownloadable videos in the field of financial development and invention creation

Credit and loan services

educational services, namely, providing live and on-line seminars and workshops for employees in the field of employee benefits, and distributing course materials in connection therewith

Educational services, namely, conducting educational presentations in the field of financial planning

kit consisting of a container with pre-labeled dividers for organizing and storing financial, legal and insurance records and documents and instructions for use therewith

Financial services, namely, financial and investment information, advice, analysis, consultation, research, planning, and management services

Platform as a service (PAAS) featuring computer software platforms for enrolling in employee benefit plans via the Internet and for administering employee benefit plans via the Internet; Providing temporary use of non-downloadable computer software for enrolling employees in financial and insurance benefit plans

Administration of employee benefit plans concerning insurance and finance; Providing counseling and consulting in the field of financial, healthcare, and insurance benefits; Providing information in the field of employee financial benefit plans; Financial retirement plan consulting services; Providing information services in the field of employee financial, healthcare, and insurance benefit plans and administration of employee financial, healthcare, and insurance benefit plans for clients in ...

publication-newsletter; newsletter contains book reviews for the financial services industry

Educational services, namely, conducting financial fairs to provide students with hands on experience to teach them about financial responsibility

Telecommunications

automated banking machines for use in receiving cash deposits in the form of currency, coins or checks and for providing bank account information

Counseling in the field of personal money management

Training others to provide counseling in the field of personal money management

COLLECTION AGENCY SERVICES

Debt collection agency services

Collection services