Financial planning and investment advisory services

EDUCATIONAL SERVICES, NAMELY-- CONDUCTING SEMINARS IN THE FIELD OF PERSONAL FINANCIAL ASSESSMENT AND FINANCIAL LITERACY AND PROVIDING EDUCATIONAL AND ASSESSMENT TOOLS IN CONJUNCTION THEREWITH

Financial advisory and consultancy services

Financial planning

FINANCIAL LIFE STRATEGIST

Entertainment services in the nature of an on-going reality based television program

Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence

Promoting awareness of entrepreneurship; Promoting awareness of financial education; Promoting awareness of life insurance; Promoting awareness of retirement planning; Promoting awareness of debt solutions; Promoting awareness of long-term care; Promoting awareness of living benefits in life insurance; Promoting public awareness of the need for financial planning; Promoting public awareness of the need for financial solutions; Promoting public awareness of the need for financial strategies; P...

Computer software for use in personal consumer finance analysis and planning

Software for automating, originating, implementing, processing, documenting, monitoring, managing and closing financial transactions; software which provides formulae and documents for the calculation, origination and documentation of financial transactions; software for automating, originating, implementing, processing, documenting, monitoring, managing and closing mortgage loans; software for use in automating the mortgage loan origination process and for the preparation and generation of m...

Software for automating, originating, implementing, processing, documenting, monitoring, managing and closing financial transactions; software which provides formulae and documents for the calculation, origination and documentation of financial transactions; software for automating, originating, implementing, processing, documenting, monitoring, managing and closing mortgage loans; software for use in automating the mortgage loan origination process and for the preparation and generation of m...

Financial planning, consulting, and investment advice services

Loan-processing software programs for use by financial institutions

FINANCIAL CONSULTING SERVICES

Education services, namely, providing classes, seminars, speaking engagements and workshops in the field of personal finance, financial literacy, personal economics, financial wellness and well-being, financial empowerment, economic empowerment, employee benefits, financial and money coaching

Hats; Pants; Shoes; Shorts; Shirts and short-sleeved shirts; Sweat shirts; Sweat shorts; Athletic shirts; Gym shorts; Hooded sweat shirts; Short-sleeved or long-sleeved t-shirts; Tee shirts; Tee-shirts

Hats; Shirts; Shoes; Shorts; T-shirts; Hoodies; Jackets; Shirts and short-sleeved shirts; Tee-shirts; Tee shirts; Athletic shirts; Gym shorts; Hooded sweat shirts; Long-sleeved shirts; Short-sleeved shirts; Short-sleeved or long-sleeved t-shirts; Sweat shirts; Sweat shorts

educational services in the field of finance; namely, providing workshops and information to understand financial and economic matters

Financial Education Services, namely, customized publishing of written and audio visual works for others, namely, newsletters, brochures, booklets, books, calendars, pamphlets, audio and video tapes, all in the field of investment planning, debt reduction, and other consumer financial issues

Consulting services in the field of money management, entrepreneurship, and business start-up training; Arranging and conducting of professional workshops in the field of Personal Development, Money Management, Financial Literacy, Budgeting, Debt Reduction, Credit Repair, Wealth building, Financial Freedom, Financial Literacy, and Investing; Education services, namely, providing masterclasses, training, seminars, workshops, non-downloadable webinars and teleclasses in the field of Personal De...

Educational services, namely, conducting classes, seminars, conferences, workshops in the field of credit education and financial literacy; Educational services, namely, providing online instruction in the field of credit education and financial literacy; Providing online non-downloadable videos in the field of credit education and financial literacy

Educational services, namely, conducting classes, seminars, and workshops in the fields of accounting, financial management, and entrepreneurship, and distribution of training material in connection therewith; providing group coaching in the field of accounting, financial management, and entrepreneurship

Provide educational services, namely, financial educational presentations and courses of instruction

Educational services, namely, conducting classes, seminars, and workshops in the field of financial education; educational services, namely, developing curriculum for others in the field of financial education

Education services, namely, providing classes, courses, seminars, and workshops in the fields of tax preparation, personal financial investments, life insurance, business development, real estate development, music production, photography, videography, graphic design, and social media marketing; Educational services, namely, conducting programs in the field of tax preparation, personal financial investments, life insurance, business development, real estate development, music production, phot...

Sales of educational materials

Educational services, namely providing live and on-line seminars, workshops and classes in the areas of financial literacy and personal finance

Education services, namely, providing live and online classes, seminars and workshops in the field of banking, finance, saving, investing and financial planning; education services, namely, providing an online interactive database of videos in the fields of banking, finance, saving, investing and financial planning

Banking services; financial services, namely, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; funds investment services; financial planning services; providing an internet website portal in the field of banking, finance and investment transaction services; providing an interactive website featuring information in the fields of banking, finance, saving, investing and financial planning

Downloadable mobile applications for financial planning; Downloadable mobile applications for accessing banking, finance, saving, and investing accounts and performing financial transactions involving those accounts; Downloadable mobile applications that provide web-based access to banking, finance and investment transaction services through a portal interface

Providing a website featuring information in the field of business valuation

Educational services, namely, developing curriculum for others in the field of financial literacy; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of financial literacy; Educational services, namely, providing online instruction in the field of financial literacy; Educational and entertainment services, namely, a continuing program about financial literacy accessible by radio, television...

Electronic monitoring of personally identifying information to detect identity theft via the internet

Electronic monitoring of personally identifying information to detect identity theft via the internet

Consultancy services relating to insurance; Financial planning for retirement; Financial services in the nature of an investment security; Financial services, namely, wealth management services

Preparing financial reports for others

Computer software for data analysis, which utilizes various analytic methods to allow tracking and predictive modeling of specific outcomes relevant to specific, user-defined fields

Printed publications, namely, newsletters relating to finances and financial management and planning

Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence and wealth management

[ Education an entertainment services, namely, providing on-line computer games; providing sports information by pre-recorded telephone messages or from a global computer network;] electronic publishing through a global computer network of [ books, magazines, ] newspapers and [manuals and] supplements therefor of others in the fields of finance and financial matters; [providing information and on-line computer databases in the fields of sports, entertainment, music, television, theater and ed...

Providing targeted personal savings planning, support and monitoring through spending reduction programs featuring counseling, seminars, lectures, workshops and discussions; providing advice, consultation and information in the field of spending reduction and saving/investment advice

computer programs and program manuals all sold as a unit for use in business applications

INTEGRATED FINANCIAL SERVICES

INSURANCE AND FINANCIAL

Providing online administration of employee insurance benefits; providing electronic processing of credit card, debit card and check payment transactions relating to employee benefits

printed educational, instructional, and teaching materials in the field of financial planning

ADVERTISING BROCHURES AND OTHER PROMOTIONAL MATERIALS

Financial services, namely, providing comprehensive financial planning and investment advisory services

insurance and financial services, namely, insurance brokerage services through financial institutions

Video recordings teaching financial management