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

Credit union services

Annuity underwriting services; financial advisory services; providing information about investing, wealth planning, and the financial aspects of retirement

Providing financial education services, namely, courses of instruction on investment, retirement, and wealth planning and educational course materials therewith

Educational and entertainment services, namely, online coaching and training in the field of personal finance

Providing on-line training course in the field of finance and passive income

credit counseling and financial management services

Comprehensive financial planning; Financial retirement transition consulting; Business exit financial Planning; High net worth wealth management services; financial consulting in the nature of ongoing updates and reviews of client financial plans

Association that Provides Members with the Ability to Purchase a Variety of Products and Services

Financial services, namely, credit union services provided by a Credit Union

financial planning services

health insurance, life insurance, dental insurance, medicare, vision insurance, home insurance, auto insurance

Educational services, namely seminars and instruction materials teaching wealth accumulation techniques, especiall in real estate

Financial advice; Financial planning

Financial analysis and consultation; Financial consultation; Financial planning consultation; Financial management; Financial planning; Fund investment consultation

Sweatshirts; Tee shirts; Hooded sweatshirts

Sweatshirts; Tee shirts; Hooded sweatshirts

Financial services, namely, providing short-term credit and loan services, excluding reverse mortgage loans

providing an online website featuring financial and investment information

BUSINESS AND FINANCE MAGAZINE

Providing education courses in the field of financial education offered through online, non-downloadable videos and instructor assistance

Board Game

Financial advice, namely, budget planning

Production of radio and television programs in the areas of business and finance

Financial management

Education services, namely, mentoring in the field of Financial Independence and Support for Young Adults Entering the Workforce; Education services, namely, providing tutoring in the field of Financial Literacy, Life Skills and Financial Independence through an on-line web site or app

Financial services, namely, coordination, within a single investment account used to manage an individual's cash inflows and outflows and reallocation of capital to facilitate achievement of savings and free cash flow goals; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services, namely, expert analysis in finance and savings; Financial consulting services, namely, expert ana...

educational seminars and training classes in the areas of small business, entrepreneurship, home business, economics, business opportunities, real estate, financial planning, mathematics, reading, accelerated reading, memory improvement, tutoring and general learning

magazines, reports and newsletters focusing on the acquisition and management of real estate investments by individuals

MAGAZINES FOCUSING ON THE ACQUISITION AND MANAGEMENT OF REAL ESTATE INVESTMENTS BY INDIVIDUALS

Financial planning and investment advisory services