Downloadable computer software for the creation, marketing and presentation of financial plans for financial advisors and consumers

financial services, namely, providing financial and investment information to others

Education services, namely, providing classes, seminars and workshops in the fields of financial affairs and financial education; providing educational services via live and on-line membership sites, classes, seminars and workshops, all in the fields of financial affairs and financial education; educational services, namely providing training in the field of financial affairs; educational services, namely, providing online instruction in the field of financial affairs and financial education ...

Financial consulting

Education services, namely, providing live and on-line classes, seminars, workshops in the field of financial education

Educational services, namely, conducting classes, seminars, courses, trainings, workshops, speaking engagements, and conferences in the field of financial literacy and financial education and distribution of course and educational materials in connection therewith; Entertainment services, namely, continuing video programs featuring financial literacy and financial education distributed via various platforms across multiple forms of transmission media; Entertainment services, namely, providing...

Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans for financial advisors and consumers