PUBLICATIONS IN THE FIELD OF INVESTMENTS

Financial planning; Financial planning consultation; Financial planning for retirement

Financial planning; Financial planning consultation; Financial planning for retirement

RETIREMENT PLANNING, SEMINARS AND NEWSLETTER AND FINANCIAL SERVICES

Promotion of financial and insurance services, on behalf of third parties

Financial planning for retirement

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, Creating a Financial Plan; Financial administration of retirement plans; Financial advice, ...

Brochures, Business Cards, Web Page, Educational Visual Aids

Advertisement and publicity services by electronic media, namely, internet, radio, and television

Paper

Financial advisory and consultancy services; Financial planning for retirement

Financial planning for retirement

Financial planning; Financial planning for retirement

Arranging and conducting business seminars in the field of financial planning

FINANCIAL SERVICES; NAMELY, BANKING SERVICES, INVESTMENT AND INVESTMENT ADVISORY SERVICES, AND LIFE INSURANCE AGENCY, BROKER, UNDERWRITER AND ADMINISTRATION SERVICES

Educational services, namely, providing seminars and workshops to the general public in the areas of life planning, financial planning, cash-flow management, tax planning, risk management, investments, retirement planning and estate planning

Financial advice and consultancy services

Educational services, namely, conducting classes, lectures, workshops and seminars in the field of financial and insurance investments and distribution of course material in connection therewith

Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Investment advice; Investment consultation; Investment management; Investment of funds; Investment of funds for others

Financial retirement plan consulting services; Investment advisory services

Financial analysis and consulting services; investment advisory services; mutual fund investment services; fund investment consultation; investment management; financial asset management; retirement services, namely, retirement plan administration and record keeping in connection therewith; financial consultation in regard to retirement funds and investments of such funds; financial investment and management services

Financial planning and investment advisory services

FINANCIAL SERVICES, NAMELY STOCK BROKERAGE SERVICES, BROKERAGE SERVICES IN THE NATURE OF MUTUAL FUND INVESTMENTS, PORTFOLIO MANAGEMENT, FUND AND INVESTMENT CONSULTATION, FINANCIAL INVESTMENTS IN THE FIELD OF GENERAL SECURITIES AND SEPARATELY MANAGED ACCOUNTS, AND PROVIDING INFORMATION IN THE FIELDS OF INVESTMENT AND FINANCE OVER COMPUTER NETWORKS AND GLOBAL COMMUNICATION NETWORKS

Investment industry research printed reports featuring comprehensive evaluation of the current state of the retirement plan products and the plan selection process and brand loyalty with respect to the same from the perspective of plan sponsors

Business administration services and managing office functions in the nature database management for others; provision of business and commercial information for the professional and business communities in the fields of corporate retirement plan sponsors, corporate retirement plan fees, corporate retirement plan funds and corporate retirement plan performance; provision of statistical information for business and commercial purposes in the field of business investments, mergers and acquisiti...

Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of retirement plan management and distribution of course material in connection therewith

Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of retirement plan management and distribution of course material in connection therewith

underwriting tax-sheltered annuities

administration of tax deferred pension plans

Underwriting, issuance and administration of annuities

Financial administration of retirement plans; Individual retirement account services; Investment management; Trust management accounts

Computer programs; mouse pads, pre-recorded audio tapes, downloadable audio files featuring spoken word sound recordings; video game discs and video game software

We analyze consumer retirement assets to determine how we can meet their income needs during retirement

Financial services in the nature of administering defined contribution retirement plans for others and investment of 401 (K) plan funds for others; providing consulting services related to the administration of 401 (K) plans

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; On-line financial planning services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Economic forecasting and analysis, Financial research, Educational research, Publication of documents in the field of training, science, public law and social affairs, Arranging of exhibitions, seminars and conferences

Computer programs for use in modeling and valuing retirement benefit plans

Computer programs for use in modeling and valuing retirement benefit plans

BANKING AND TRUST SERVICES

computer software for projecting and calculating investments

Computer software for application and database integration

Financial insurance services, namely, providing options for annuities and long-term care health insurance products for funding long-term care; Financial planning for retirement, including social security, estate planning and retirement income planning

financial analysis and consultation services

Financial services, namely, mortgage planning; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage procurement for others

Financial administration of retirement plans; Financial retirement plan consulting services

underwriting disability insurance

Financial investment in the field of annuities, retirement plans and life insurance; Investment advice

Financial investment in the field of annuities, retirement plans, and [life insurance;] investment advice

EDUCATIONAL SERVICES, NAMELY, CONDUCTING CLASSES, LECTURES, SEMINARS AND WORKSHOPS DIRECTED TO THE SUBJECT OF FINANCIAL INVESTMENT; AND CLASS MATERIALS DISTRIBUTED IN CONNECTION THEREWITH

annuity underwriting services