Financial planning and investment advisory services

Educational services, namely, conducting individual financial counseling sessions, group seminars, workshop, coursework in the field of credit counseling, budget planning, debt management and credit reporting and distribution of course material in connection therewith

educational services; namely, conducting seminars on retirement planning and investments

Educational services, namely, providing seminars for employers to offer employees at worksites relating to personal finances and distribution of training materials in the nature of seminar workbooks in connection therewith; educational services, namely, providing online materials in the nature of non-downloadable articles and workbooks for employers to offer employees through a secure electronic online system relating to personal finances

Financial planning for retirement

Financial planning services

Educational services, namely, conducting seminars and workshops in the field of financial literacy, stress management related to financial issues, and the impact of financial health on physical and mental well-being

Financial services, namely, providing online financial advice services and investment management services for investors, and online investment management support and practice management tools for independent advisors

Coaching in the field of personal finance; Money coaching services; Personal coaching services in the field of personal finance; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing group coaching and in-person learning forums in the field of leadership development; Virtual personal coaching services in the field of personal finance

Education services, namely, the provision of information relating to topics of general interest in the nature of non-downloadable articles, reports, newsletters, infographics, all in the fields of personal financial management and general human interest; educational services, namely, conducting conferences, seminars, workshops, classes, programs, and courses in the fields of personal financial management and general human interest

Credit unions

educational services, namely, counseling and debt management advice to consumers and conducting and organizing classes and seminars in the field of consumer credit and consumer debt management; and distribution of educational materials on consumer credit, consumer debt management and best methods to enhance individual financial help

Financial planning and investment advisory services

Education services, namely, providing classes, seminars, and workshops featuring nondownloadable videos in the field of financial wellness

Estate planning; Financial planning; Investment consultation

Educational services, namely, conducting keynote presentations, workshops and seminars in the field of personal financial wellness; membership club services, namely, providing information on-line relating to educational opportunities to members in the field of personal financial wellness

Educational services, namely, providing online tutorial sessions in the field of financial wellness; providing an educational website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of booklets, magazines and articles as well as nondownloadable educational videos all in the field of financial wellness

Workshops and seminars in the field of financial investment and planning

Audio and video recordings featuring financial and investment information and strategies; Sound recordings featuring financial and investment information and strategies

Pre-recorded CD's and Pre-recorded DVD's featuring the promotion of financial planning strategies and/or tax planning strategies to financial services professionals and to existing clients or prospects of financial services professionals

Pre-recorded CD's and Pre-recorded DVD's featuring the promotion of financial planning strategies and/or tax planning strategies to financial services professionals and to existing clients or prospects of financial services professionals

Financial Counseling Services, namely, helping others build a better working relationship with their money via group financial education and planning workshops; individual financial coaching sessions; and online financial education resources, planning tools, newsletters and blogs; Financial planning, namely, developing financial plans and creating personalized strategies for achieving financial independence; Providing information in the field of employee financial benefit plans, namely, perfo...

Financial planning and investment advisory services

financial services, namely, the production, distribution and/or presentation of financial education materials appropriate for individuals to use for their total life cycle; and credit and debt counseling services, namely, to develop, guide, counsel, and assist individuals in the areas of credit, debt, handling finances, budgeting, financial planning, financial recovery, financial crisis, debt handling, and individual and family finances

credit and debt counseling services, namely, the development and use of plans to guide, counsel, and assist individuals in the areas of credit, debt, handling finances, budgeting, financial planning, financial recovery, financial crisis, debt handling, and individual and family finances

educational services, namely, counseling and debt management advice to consumers and conducting and organizing classes and seminars in the field of consumer credit and consumer debt management; and distribution of educational materials on consumer credit, consumer debt management and best methods to enhance individual financial help

Financial planning, investment advice and consulting, insurance services, family wealth counseling, and financial education services for individuals, business owners, corporations and employees

Debt counseling services; Debt management consultation

Investment management and consulting services derived from proprietary methodology provided via the internet, namely, financial advice and investment management for investors, and investment management support to independent advisers

Software as a service (SAAS) services featuring software for financial portfolio management

Financial consulting

Financial advice and consultancy services; Financial advice; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial planning; Financing services; Insurance brokerage; Insurance information; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments

Financial advice and consultancy services; Financial advice; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial planning; Financing services; Insurance brokerage; Insurance information; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments

Financial advice and consultancy services; Financial advice; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial planning; Financing services; Insurance brokerage; Insurance information; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments

Educational services, namely, providing classes, lectures, seminars, workshops, podcasts, webcasts, video presentations in the fields of personal and business finance; Entertainment services, namely, providing podcasts in the field of personal and business finance; Entertainment services, namely, providing video podcasts in the field of personal and business finance; Entertainment services, namely, providing webcasts in the field of personal and business finance; Entertainment and educational...

Financial advice and consultancy services

Downloadable mobile applications for managing personal and business finances, interacting with educational information; Downloadable educational media, namely, podcasts, webcasts, audiobooks, videos featuring personal and business finance content; Downloadable educational course materials in the field of personal and business finance; Downloadable podcasts in the field of personal and business finance

Downloadable software in the nature of a web-based or mobile application for the purpose of individual consumers to process checking account and investment account transactions based upon predetermined rules

Financial consulting; providing on-line financial calculators; fiscal assessment and evaluation; providing information in the field of personal finance; debt management consultation

Downloadable mobile application for finance, namely, financial calculators and debt elimination calculators

Educational services, namely, providing online tutorial sessions in the field of financial wellness; providing an educational website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of booklets, magazines and articles as well as non-downloadable educational videos all in the field of financial wellness

Educational services, namely, providing online tutorial sessions in the field of financial wellness; providing an educational website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of booklets, magazines and articles as well as non-downloadable educational videos all in the field of financial wellness

Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial consultation; Financial information; Financial information and advisory services; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing financial information and financial advice via a we...

Downloadable computer application software for mobile phones, web-based environments, and PDAs, namely, software for evaluating user's financial wellness and behaviors, evaluating ways to improve user's financial habits, making payment and debt transactions, managing bank accounts, investment accounts, and savings accounts, including IRA portfolio accounts which enables users to control savings and donate to charities of their choice; Downloadable computer software for evaluating user's finan...

Education services, namely, developing curriculum for others, providing live and online training in the form of classes and seminars in the fields of personal, spiritual and economic development and the distribution of educational material in connection therewith

EDUCATIONAL AND SALES TRAINING PROGRAMS AND MATERIALS FOR FINANCIAL SERVICES INDUSTRY -NAMELY WORKSHOPS, SPEECHES, PRINTED MATERIALS, BOOKS, SALES MANAGER GUIDES, AUDIO and VIDEO CASSETTES AND ELECTRONIC DATA,SOLD AS A UNIT OR IN PART

Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial information; Financial information and advisory services; Financial information and evaluations; Providing financial information

Divorce mediation services; Mediation of disputes regarding elders, their families, caregivers and stakeholders; Personal services, namely, consultation in the field of divorce

Financial Services

Providing investors with financial information