on-line communication services, namely providing secure access to data and documents via a global computer network whereby users can author, edit, approve and transmit said data and documents in real time, and track data and document revisions and deliveries in real time

educational services; namely, conducting classes in the field of finance and investments

EDUCATIONAL SERVICES; NAMELY, CONDUCTING CLASSES IN THE FIELD OF FINANCE AND INVESTMENTS

SECTION OF A MAGAZINE

services -- a meeting of utility senior managers and their commercial and investment bankers for the purpose of learning about industry issues in finance

providing live and on-demand on-line instruction for insurance brokers and agents in the field of insurance brokerage, the running and operation of an insurance agent/broker office, and the sale of insurance to insurance customers; providing on-line access to on-line non-downloadable textual, audio, and visual training materials namely, articles, audio recordings, and video recordings, relating to insurance brokerage, the running and operation of an insurance agent/broker office, and the sale...

financial services, in the nature of financial planning services

FINANCIAL PLANNING SERVICE

Financial planning services, namely, working directly with others to determine personal values and milestones, and strengths and weaknesses

Financial planning and investment advisory services

Educational services, namely, educational workshops and seminars in the field of personal finance and financial literacy

Education services, namely, providing classes and instruction in the field of personal finance to high school and college students; education services, namely, developing curriculum for educators in the field of personal finance to high school 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, conferences and workshops in t...

Financial planning services

Education services, namely, providing classes, seminars, workshops in the field of consumer education

life insurance settlement services

Financial planning services

Financial advice and consultancy services

EQUIPMENT SOLD AS A UNIT FOR PLAYING BOARD GAMES

PROVISION OF ENTERTAINMENT SERVICES VIA A GLOBAL COMPUTER INFORMATION NETWORK, NAMELY PROVIDING ENTERTAINMENT IN THE NATURE OF SENSUAL PICTURES OF WOMEN

financial planning software

FINANCIAL PLANNING SERVICES

Computer programs, namely, an end-to-end business solution for the Financial Services Industry, delivering Credit Risk, Operational Risk and Profitability reports and analysis. This solution enables the analysis of concentrations of risk and profitability by various dimensions, providing immediate access to aggregate corporate exposure when major events occur, assisting in proactive problem identification, the determination of areas for improvement or abandonment and the optimization of corp...

Education services, namely, providing classes and instruction in the field of personal finance to middle school students; education services, namely, developing curriculum for educators in the field of personal finance to middle school students; providing information about education in the field of personal finance; providing in-person educational forums in the field of personal finance

REVERSE MORTGAGE LENDING

REAL ESTATE SALES PROGRAMS, NAMELY, EDUCATIONAL AND INSTRUCTIONAL SEMINARS ON THE TOPIC OF REAL ESTATE

offering viatical settlements of life insurance policies

entertainment in the nature of an on-going weekly live nationwide television call-in talk show program featuring advice on money management and person finance

consumer educational materials in the field of credit counseling, money management and budgeting; in advertising services available

computer software for accounting and budgeting

BANKING SERVICES

BANKING SERVICES

ANNUITY SALES PROGRAMS

Affiliate marketing

Interactive on-line training services in the field of real estate investment; Providing on-line training educational services and podcasts in the field of real estate

FINANCIAL SERVICES, NAMELY, FINANCIAL PLANNING; PROVIDING FINANCIAL ADVICE FOR OTHERS

financial services; namely, the underwriting and administering of life insurance, variable life insurance, variable annuities and fixed annuities

Coaching in the field of financial management

Entertainment services in the nature of live visual and audio performances by an actor; Personal coaching services in the field of personal finance; Professional coaching services in the field of personal finance; Providing group coaching in the field of personal finance

Conducting recognition and reward programs for investment brokers and advisors for selling mutual funds and annuities

Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field(s) of managing personal finances and wealth management; Providing online non-downloadable news articles in the field of managing personal finances and wealth management; Providing online non-downloadable journals in the field of managing personal finances and wealth management; Coaching in the field of managing personal finances and wealth management; Personal coaching services in the ...

Advice on the analysis of consumer buying habits and needs provided with the help of sensory, quality and quantity-related data; Advisory service for organizational issues and business administration, with and without the help of electronic databases; Brand concept and brand development services for corporate and individual clients; Brand concept and brand development services for corporate clients; Business administration of programs intended to lower health care costs and increase business ...

Financial analysis and consultation; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services

financial services in the nature of assisting others in setting financial goals

Financial planning namely asset allocation and investment management services, not including mortgage and reverse mortgage services

Training and education services, namely, workshops and seminars in the field of investing and finance, excluding the field of mortgage lending and reverse mortgages; training and education services, namely, workshops and seminars in the field of stock and stock option trading

Digital Products, Courses, and Printables

Downloadable software for managing personal finances, savings and budgeting; Downloadable software for tracking personal finances, personal savings, and personal finance well-being; Downloadable computer application software used by financial advisors and downloadable software for mobile devices used by consumers and clients for managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; Downloadable...

Credit union and banking services

Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management

Computer Software for use in the field of business management for analyzing the financial statements of companies