Advice relating to investments; Annuity services, namely, account and investment administration; Brokerage of shares and other securities; Charitable fund raising; Establishing mutual funds for others; Financial administration of retirement plans; Financial advice and consultancy services; 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 investmen...

Wealth planning services in the field of retirement planning

Financial planning for retirement

Financial planning for retirement

Logo/mark for a weekly radio show about retirement income planning

Financial services, namely, investment and advisory services, underwriting and investment management of annuities and defined contribution plans; investment management services; administration of employee retirement plans; retirement planning services; estate planning services; insurance underwriting, administration and agency services in the fields of life, long term care and disability insurance; providing financial and investment information and research by means of a global computer netwo...

Education services, namely, providing non-downloadable webinars in the field of wealth management, retirement planning, financial advising; Providing on-line videos featuring wealth management, retirement planning, financial advising, not downloadable

Advice relating to investments; Annuity services, namely, account and investment administration; Commodity investment advice; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial investment brokerage services; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account servic...

Providing on-line newsletters in the field of personal finance, finance and investments, financial aspect of retirement, estate planning, mutual funds, investing and real estate markets, jobs and employment; On-line electronic newsletters delivered by e-mail in the field of personal finance, finance and investments, financial aspect of retirement, estate planning, mutual funds, investing and real estate markets, jobs and employment

Downloadable mobile applications for learning about and managing personal finance, finance and investments, financial aspects of retirement, estate planning, mutual funds, investing and real estate markets, jobs and employment; Downloadable e-books in the field of personal finance, finance and investments, financial aspects of retirement, estate planning, mutual funds, investing and real estate markets, jobs and employment, lifestyle, culture, career, travel, relationships; Downloadable softw...

MAGAZINE SECTIONS IN THE FIELD OF FINANCE AND INVESTMENT

periodical publications, namely general interest financial newsletter

FINANCIAL RETIREMENT PLANNING, FINANCIAL INVESTMENT SERVICES IN THE NATURE OF GROUP RETIREMENT PLANS, CONSULTATION IN THE FIELD OF RETIREMENT PLANNING, FINANCIAL INVESTMENT IN THE FIELD OF SECURITIES, FUNDS INVESTMENT, INVESTMENT ADVICE

Downloadable podcasts in the field of personal finance, financial planning, estate planning, retirement planning, investing, taxes, and insurance; Downloadable audio recordings featuring information in the field of personal finance, financial planning, estate planning, retirement planning, investing, taxes, and insurance; Downloadable video recordings featuring information in the field of personal finance, financial planning, estate planning, retirement planning, investing, taxes, and insuran...

Educational and entertainment services, namely, a continuing program about financial planning for retirement accessible by means of radio, television, audio, video, and internet

Real estate investment services; Real estate management services; Real estate brokerage

Coaching in the field of personal finance; Educational services, namely, providing online non-downloadable presentations and in-person events in the nature of classes and workshops in the field of personal finance; entertainment services, namely, providing educational podcasts in the field of personal finance

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

Pens, calendars, business cards, decals, stickers, brochures, letterhead, posters, postcards, pamphlets, photographs, pictures, flyers, booklets, envelopes, signs, business card holders, mouse pads, trade show displays, golf balls, lapel pins, cigarette lighters

Financial planning and investment advisory services

A series of books, written articles, handouts and worksheets in the field of retirement advice, planning and counseling

UNDERWRITING LIFE INSURANCE AND ANNUITIES, MUTUAL FUND MANAGEMENT, INVESTMENT COUNSELING AND MANAGEMENT, MORTGAGE AND SECURITY BROKERAGE SERVICES AND PENSION PLAN ADMINISTRATION AND INVESTMENT

[ Life insurance and ] annuity underwriting services

Series of educational books in the field of finance

Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial education

Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial education

Series of educational books in the field of finance

charitable fundraising services, namely soliciting donations of clothing to agencies assisting low income families and individuals

Coaching in the field of health and wellness

association services, namely, promoting the interests of the financial industry in the fields of insurance investment, financial planning, and retirement investment strategies; promoting public awareness of the need for financial planning and retirement investment

Financial management; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services

Financial retirement plan consulting services

Providing customized on-line web pages and data feeds featuring user-defined information, which includes blog posts, new media content, other on-line content, and on-line web links to other websites

Provision of financial services; namely, stock brokerage and investment counseling services for establishing and managing 401K plans

Dietary Food Supplements

Value-added reseller services, namely, distributorship services featuring computer recycling, IT asset disposition

Transportation logistics services, namely, planning and scheduling shipments for users of transportation services

computer software for personal financial planning

Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments

Financial planning services

Banking services

Electronic and print source for information that applies to managing individual and collective retirement lifestyles including but not limited to-- health, financial, insurance, entertainment, family, sports, psychology, travel, managed care, assisted living, pharmaceutical, commerce, recreation, education

Financial planning and investment advisory services

Computer software, namely, modeling tool for employee retirement planning and for forecasting employee retirement assets, benefits and spending

Computer software that analyzes, compiles, and tracks an individual's finances thereby formulating financial saving strategies for the retirement planning purposes

Education services, namely, providing seminars, conferences, webinars, workshops and mentoring in the field of professional development, practice development and market development in the insurance and/or investment industries with particular focus on life, annuity, and long term care markets and issues; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of professional development, practic...

Educational services, namely, conducting workshops, classes and seminars in the field of retirement planning and investments

administration and brokerage of annuity underwriting policies

t-shirts, caps, sweatshirts, tops, jerseys

Financial planning for retirement