Financial services, namely sponsorship of a patronage incentive award system

financial services in the nature of an investment security

FINANCIAL PLANNING AND INVESTMENT CONSULTATION, NAMELY, CONSULTATION IN THE FIELD OF OPTIMIZATION OF INDIVIDUAL RETIREMENT ACCOUNT ASSETS THROUGH UTILIZATION OF INCOME MANAGEMENT, ASSET PROTECTION, CHARITABLE GIVING AND ESTATE PLANNING

financial services in the nature of an investment security

Financial services, namely, financial research, financial analysis, and financial consulting services in the field of retirement preparedness and planning

Life coaching services in the field of financial and non-financial goals during occupational and employment transition

ADVERTISING AND PROMOTION OF INDIVIDUAL RETIREMENT ACCOUNT PLANS AND S ERVICES

MARKETING AND ADVERTISING CONSULTING SERVICES IN THE FIELD OF RETIREMENT PROGRAMS