financial services, namely, providing retirement products and services and other financial and investment information to investment providers, financial organizations, plan sponsors and plan providers via a global computer network functioning frequently as an application service provider

financial planning software; computer software for use by financial planners to educate clients about retirement planning; computer software for use by financial planners to communicate retirement planning concepts; and computer software featuring financial planning calculators

Providing on-line financial calculators

Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others

Financial services, namely, providing individual retirement account services and financial planning for retirement services for public employees in Tennessee and former public employees residing nationwide

Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Establishing mutual funds for others

providing retirement financial information via telephone and related workbooks to assist employees in making retirement-related financial decisions

Establishing mutual funds for others; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment

Financial planning

providing online, non-downloadable written articles in the field of retirement options, namely, retirement housing, retirement homes, retirement communities, retirement destinations, and the financial aspects of retirement; Providing information, news and commentary in the field of recreation and leisure activities

Business services used for retirees to post jobs and companies or entrepreneurs to find retirees that want to work or be a mentor

Insurance agency and brokerage; Insurance consultation; Investment management of and distribution of annuities; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation; Financial planning for retirement

retirement financial planning services

Financial advice; Financial advice and consultancy services; Financial management via the Internet; Financial planning and investment advisory services; Financial planning for retirement; Investment advice; Providing a web site featuring personal financial information and financial advice

Financial planning for retirement

Financial planning; Investment advisory services; Investment management

Financial services, namely, retirement planning services

Financial services, namely, online retirement income analysis services

Financial advice and consultancy services, financial planning, wealth management services, and investment advice, all of which are primarily rendered to end-user financial consumers

Financial planning for retirement

Entertainment services, namely, providing podcasts in the field of retirement, retirement planning

Financial services, namely, providing investment portfolios offered under the umbrella of a 401(k) plan via the Internet

Financial services, namely, providing investment portfolios offered under the umbrella of a 401(k) plan via the Internet

Bumper stickers

A series of non-fiction books in the field of finance

Newsletters, informational booklets, informational brochures, and printed educational materials relating to retirement, retirement planning, employer pension plans and benefits, government benefits and entitlements, housing, financial, legal, work, lifestyle, and health and wellness options relating to retirement

profit sharing and pension plan program recordkeeping services

Training manuals containing educational information and materials for aiding businesses in achieving focus to increase sales, profits, and productivity, and/for aiding individuals in achieving focus for character development, alternative careerplanning, work/life balance, and financial planning by identifying opportunities and strengths

on-line magazine for active mature adults regarding living in the southern United States

National periodical magazine for active mature adults regarding benefits of living in the southeastern United States

[ asset and wealth management services; financial advisory and ] insurance services namely, providing financial consultation [ and investment ] advise concerning [ financial products, annuities, ] life insurance, long term health and care insurance [, and disability insurance ]

Internet-based social networking services; Online social networking services; Online social networking services for retired persons

Entertainment services in the nature of organizing social entertainment events; Entertainment services, namely, providing virtual environments in which users can interact for recreational, leisure or entertainment purposes; Providing information and news in the field of current events relating to retirement and entertainment

Providing information, news and commentary in the field of entertainment

Arranging and conducting of conferences and panel discussions in the field of business, finance, startups, insurance, annuities, sales and marketing, business service and operations, product innovation, risk management, climate risk, and software; Educational services, namely, developing, arranging, and conducting educational conferences and programs in the field of business, finance, startups, insurance, annuities, sales and marketing, business service and operations, product innovation, ris...

Financial analysis and consultation, financial management and financial planning which is specifically tailored to individual and group pension and retirement plans that are managed by the applicant; providing financial information by electronic means which is specifically tailored to individual and group pension and retirement plans that are managed by the applicant

Financial services, namely, providing information in the field of financial investments for retirement plan sponsors and their financial advisors

Financial evaluation services, namely, providing insurance, banking, and real estate financial evaluation services; Financial consultancy; Financial information

Online financial newsletters in the field of financial retirement planning

Providing information in the field of financial retirement planning via various means, which may include but are not limited to, the Internet, social media sites, global networks, telephone, and facsimile

Downloadable electronic newsletters in the field of financial retirement planning

Financial services, namely, providing an online retirement savings plan calculator and online information in the field of retirement savings plans, providing an online retirement savings and investment calculator, providing an online financial calculator, providing an online retirement planning calculator, providing a retirement income calculator, providing a [ retirement outlook assessment ] * financial retirement assessment *

preparation of retirement income plans on behalf of others

Assist 401(k) participants to properly select, monitor and rebalance their accounts

Financial retirement plan consulting services

Financial planning and investment advisory services

Educational services, namely, providing classes, seminars, and workshops in the fields of financial planning, investments, retirement planning, life insurance, annuities, and estate planning

Education services, namely, providing seminars and workshops in the field of the financial aspects of retirement

Conducting workshops and seminars in financial planning; Conducting workshops and seminars in retirement planning; Conducting workshops and seminars in medicaid planning; Conducting workshops and seminars in long term care; Conducting workshops and seminars in long term care insurance; Conducting workshops and seminars in health insurance; Conducting workshops and seminars in annuities; Conducting workshops and seminars in life insurance; Conducting workshops and seminars in casualty insuranc...

financial services, namely, providing information on asset allocation for investors