Platform as a service (PAAS) featuring computer software platforms for use in managing individuals' financial goals and well-being; Platform as a service (PAAS) featuring computer software platforms for enabling companies and organizations to administer and manage programs to promote employee productivity, performance, recognition, and morale; Software as a service (SAAS) services featuring software for use in managing individuals' personal financial goals; Software as a service (SAAS) servic...

Educational services, namely, developing and conducting presentations, classes, seminars, and workshops in the field of attaining financial well-being so as to minimize financial stress, and distribution of training and course materials in connection therewith in printed or electronic format

Sales promotion services, namely, promoting the sale of products and services of others for customers to learn, select and participate in such offerings through the administration of financial products and solutions

Downloadable computer operating software for use in measuring, recording, and tracking an individual's financial well-being; downloadable computer application software for mobile phone devices, namely, software for use in educating individuals about financial products and solutions by providing relevant and relatable content to help individuals to achieve financial independence