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

Educational services, namely, conducting classes, seminars, conferences, workshops, webinars, retreats, podcasts in the fields of retirement planning and lifestyle consulting and distribution of training materials in connection therewith; Educational services, namely, conducting classes, seminars, conferences, workshops, webinars, presentations, keynote addresses, retreats for financial advisors, HR benefits leaders, conultants, coaches, pre-retirees and retirees in the field of retirement pl...

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

INVESTMENT MANAGEMENT SERVICES PROVIDED VIA A COMPUTER NETWORK

Business administration services in the field of solo 401(k) plans, namely, consulting, plan document preparation and maintenance, plan tax forms preparation, and compliance testing

Banking services; financial services, namely, mortgage lending, commercial, retail and consumer lending, issuance of credit cards and debit cards; and investment and fiduciary services, namely, trust administration, investment consultation, and stock brokerage services

International retirement and relocation services, namely education, consulting, planning and project oversight for individuals.

Entertainment and educational services, namely, the presentation of seminars, workshops and panel discussions, and ongoing television and radio shows all in the field of relocating and retiring overseas

Consultation services in the nature of personal financial investment retirement planning

Software as a service (SAAS) services featuring software for financial planning and retirement planning

FINANCIAL SERVICES FOR RETIREES

financial retirement planning

FINANCIAL PLANNING FOR RETIREES

computer software and instruction manuals sold as a unit, for use in financial planning

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 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

Business management consulting, strategic planning and business advisory services provided to retirement plan record keepers, third-party plan administrators and private retirement plan sponsors

Education services, namely, providing live and on-line classes, seminars, workshops, tutoring, and mentoring in the field of retirement planning and retirement plans

Educational services, namely, providing on-line classes, seminars, workshops, tutoring, and mentoring in the fields of retirement planning and retirement plans

Providing information regarding real estate in Mexico; and Real estate services, namely, listing, procurement and management of real estate; and Real estate closing services; and Real estate brokerage services; and Real estate investment services

Providing a website featuring non-downloadable articles in the field of suggested places to retire and how to be active and happy in retirement

Education and entertainment services, namely, providing educational and motivational speakers in the retirement planning field to help people navigate the issues they confront as they plan to retire and/or review how they are doing after they've retired

Educational and entertainment services, namely, providing educational and motivational speakers in the field of retirement planning designed to help people navigate the many issues they need to consider when they plan to retire and to review their ongoing retirement plans to see how they are doing; educational services, namely, conducting live seminars, workshops, and live presentations in the field of retirement planning designed to help people navigate the many issues they need to consider ...

Life insurance brokerage; Insurance services, namely, underwriting, issuing and administration of life insurance; Annuity brokerage services

post-retirement health care benefits

Financial analysis, consultation and advice; insurance analysis, consultation and advice; insurance brokerage; investment analysis, consultation, advice and management; estate and retirement planning; financial planning and management; long-term health insurance consultation and planning

FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL PLANNING FOR RETIREMENT

Financial analysis, consultation and advice; insurance analysis, consultation and advice; insurance brokerage; investment analysis, consultation, advice and management; estate and retirement planning; financial planning and management; long-term health insurance consultation and planning

Financial services, namely, a monthly benefit payment processing service related to annuity investment products, in Class 36.

underwriting annuity insurance products for others

Advertising agencies, namely, promoting the services of financial and insurance industries through the distribution of printed and audio promotional materials and by rendering sales promotion advice

Financial retirement plan consulting services

Jackets; Shirts; Camouflage shirts; Graphic T-shirts; Hooded sweat shirts; Motorcycle jackets; T-shirts; Tee shirts

T-SHIRTS

shirts and hats

Hobby craft kit comprising paper decorations, greeting cards

Customized gift baskets containing assorted theme gifts, namely, bookmarks, notebooks and fans for personal use

Graphic T-shirts