financial planning

banking services

Financial planning for retirement

LIFE INSURANCE UNDERWRITING AND ADMINISTRATION

Entertainment, namely, a continuing talk show broadcast over radio, television, and internet

Financial retirement plan consulting services

Financial retirement plan consulting services

management and consultation services in the fields of finance, investment, and insurance

Online publication of newsletters and reports; publishing market research via an electronic newsletter or e-mails in the fields of finance and investments, informational and educational materials and tracking of trends in savings, retirement, demand for services and products

Financial and retirement planning

Financial planning for retirement

Financial services, namely providing retirement planning information to employers and employees; providing financial calculations to assist in retirement planning; providing financial information relating to retirement

Education services, namely, providing live and on-line classes, seminars, workshops and non-downloadable webinars in the field of financial planning and investment advisory, estate planning, retirement planning, investment management, income planning, disability income planning, charitable contributions, employee benefits, social security, long term care and life insurance

Providing employee benefits information accessible via a global computer network, namely, administration of employee benefit plans accessible via a global computer network

newsletter dealing with retirement issues geared towards institutions and individuals

Downloadable software in the nature of interactive mobile applications providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; downloadable publications, namely, papers, reports, studies and white papers, in the fields of finance, financial asset management, financial planning, investing, retirem...

Administration of workplace retirement savings plans; financial administration of retirement plans

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Charitable fund raising; philanthropic services concerning monetary donations

Financial planning for retirement

retirement planning services

Annuity services, namely, account and investment administration and the investment and distribution of annuity funds

Financial consultancy and insurance consultancy; Financial consultation in the field of annuities; Financial advice and consultancy services; Underwriting, issuance and administration of annuities

mutual fund investment services; financial services in the nature of an investment security; insurance agencies in the field of life and health insurance

Financial planning services

member accounting system for financial investment to provide funds for retirement, education, gift and other special purposes

Individual retirement account services

financial planning; retirement planning wealth retention, estate planning and investment management consulting services

Financial services, namely, mortgage lending services

financial asset management services for retirees, namely, developing and managing retirement plans that combine financial assets, annuities and reverse mortgages

Annuity underwriting; Issuance and administration of annuities

Licensed Insurance agent selling life insurance products like term, whole life, universal life and annuities. referring to myself in my marketing materials as their retirement genie

Educational services, namely, providing seminars and training for educating consumers and advisors in the fields of financial services, health and life insurance relevant to retirement, and insurance for people over 60 years of age, namely, life insurance, health insurance, Medicare supplement, long term care, annuities, and life settlements, and distribution of material in connection therewith

Educational services, namely, providing seminars and training for educating consumers and advisors in the fields of financial services, health and life insurance relevant to retirement, and insurance for people over 60 years of age, namely, life insurance, health insurance, Medicare supplement, long term care, annuities, and life settlements, and distribution of material in connection therewith

MUTUAL FUNDS INVESTMENT

Financial retirement plan consulting services

financial services, namely, annuity underwriting services

Financial planning; Investment advisory services; Investment management

Marketing for others of retirement plans

Books in the field of retirement transition

Financial planning

Insurance and financial information and consultancy services

banking services; namely, bank deposit account, credit, travel club and check writing services

Annuity underwriting; Issuance and administration of annuities

Consulting and information concerning insurance; Financial evaluation for insurance purposes; Financial information and evaluations; Financial investment brokerage services; Financial management; Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Life insurance brokerage; Strategic...

Financial services, namely, financial planning, investment analysis, portfolio allocation, financial research, and providing recommendations for selecting specific financial instruments; financial services offered via a global computer network, namely, financial planning, investment analysis, portfolio allocation, financial research, and providing recommendations for selecting specific financial instruments

Entertainment services, namely, providing an on-going radio program in the field of investment advisory and financial management and planning services

Reverse mortgage lending

financial services, namely, mortgage banking

Reverse mortgage lending