COUPON AND ADVERTISING SERVICES

providing advertising for financial, investment and professional services

Computer Software for the creation, marketing and presentation of financial plans for financial advisors and consumers

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Education services, namely, providing seminars and workshops concerning financial planning; Education services, namely, providing non-downloadable webinars in the field of financial planning

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

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

Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, solely for use by professional financial advisers

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

Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, solely for use by professional financial advisers