Providing temporary use of non-downloadable software in the nature of an assessment tool for financial advisors and investors that evaluates thinking, feeling, and behavioral biases that impact financial decisions and portfolio performance; Software as a Service (Saas) services featuring non-downloadable software in the nature of an an assessment tool for financial advisors and investors that evaluates thinking, feeling, and behavioral biases that impact financial decisions and portfolio perf...

Downloadable electronic publications in the nature of books, guides, workbooks, and planners in the field of financial planning, financial vision board creation, and financial wellness; downloadable mobile applications for assisting users in setting, tracking, and achieving financial goals through vision boards; downloadable digital tools, namely, templates, worksheets, and checklists in the field of financial literacy and financial goal-setting.

Financial consulting

computer software for financial planning and instruction manuals sold as a unit

Training Programs

Creation and maintenance of financial advisor web sites for others; hosting financial advisor web sites of others

Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Compiling data for measuring the performance of financial markets

printed publications, namely, books, brochures, workbooks and pamphlets in the field of personal money management

educational services, namely, conducting financial education classes and training consisting of online classes, seminars, workshops and non-downloadable short form video content in the field of the fundamentals of money management and distribution of training material in connection therewith

Financial advice

Education services, namely, providing courses, lectures, and workshops in the field of the foreign exchange market

Financial planning and investment advisory services

Financial Planning Services

provide educational information regarding financial services, mortgage, finance and real estate advice and information in the form of books, on-line books, seminars, interactive web sites and partnerships

EDUCATIONAL SERVICES, NAMELY, CONDUCTING CLASSES, WORKSHOPS, SEMINARS AND CONFERENCES IN THE FIELD OF ASSET PROTECTION AND CONSUMER FRAUD AND FINANCIAL EXPLOITATION AND DISTRIBUTION OF COURSE MATERIAL IN CONNECTION THEREWITH

Downloadable series of children's books

Providing courses of instruction and training to members of the public for self development and improvement in emotional and practical aspects of handling day-to-day money decisions and wealth accumulation

MAGAZINES ADDRESSING PERSONAL FINANCE, LIFESTYLE AN CHARITABLE ENDEAVORS

on-line and internet access services, namely, providing multiple user access to and from a global computer, information network for the transfer and dissemination of a wide range of information, including providing financial and investing information to others

website development and consultation relating thereto for the financial services industry

ONLINE FINANCIAL SERVICES, NAMELY, PROVIDING A COMPUTER WEBSITE WITH FINANCIAL INFORMATION AND LINKS TO OTHER PROVIDERS BY MEANS OF A GLOBAL COMPUTER NETWORK FOR THE TRANSFER AND DISSEMINATION OF A WIDE RANGE OF INFORMATION RELATED TO SECURITIES PRICES, FINANCIAL NEWS, CURRENCY EXCHANGE RATES AND ASSOCIATED FINANCIAL ANALYSIS

entertainment services, namely providing on-going radio programs in the nature of talk shows

entertainment services, namely providing on-going radio programs in the nature of talk shows

"Initiating and promoting the sale of personal coaching services, seminars, seminar materials (including, but not limited to, manuals, books, workbooks, DVDs and audio tapes) and on-line programs to individuals and families in the area of personal financial management"

Financial Planning Services

providing on-line non-downloadable computer software that enables users to connect their financial accounts, insurance policies and human resources information enabling them to easily access, track, monitor, manage and generate personal financial and employment benefits information, generate personal financial and employment benefits reports, obtain financial assistance, set financial goals and generate financial wellness strategies; software as a service (SAAS) featuring temporary use of non...

Providing financial information; providing banking information; providing information in the field of personal finance; providing information in the field of financial planning; providing information in the field of wealth management; providing information in the fields of banking, credit cards, debt, financial care-giving in the nature of financial management, money management, budgeting, savings options, financial reimbursement information related to financial fraud protection, building cre...

Providing online non-downloadable software for researching, selecting, accessing and generating information regarding group and individual benefits in the nature of life insurance, disability insurance, welfare benefits and retirement income; providing online non-downloadable software for researching, selecting, accessing and generating information regarding retirement income planning services, financial planning for group and individual customers, and financial counseling and planning in the...

Downloadable mobile applications for researching, selecting, accessing and generating information regarding group and individual benefits in the nature of life insurance, disability insurance, welfare benefits and retirement income; downloadable mobile applications for researching, selecting, accessing and generating information regarding retirement income planning services, financial planning for group and individual customers, and financial counseling and planning in the field of life and d...

Insurance and administrative services, namely, underwriting and administering of group and individual benefits coverages, namely, life insurance, disability insurance, welfare benefits concerning insurance and finance and retirement income; group and individual benefits administration and enrollment services for employers and other group customers, employees and other covered persons relating to group and individual benefits coverages, namely, life insurance, disability insurance, welfare ben...

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

Analyzing and compiling data for measuring the performance of financial markets

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

Printed educational materials in the field of financial and investment information and strategies

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

Printed Reports, Letters, and Postcards featuring financial strategies, financial programs and information about financial programs, and financial seminar information