Educational services, namely, programs, presentations, classes, seminars, conferences, and workshops in the fields of retirement planning, banking, finance, financial planning, financial portfolio management, investing, mortgage, consumer lending, and real estate, and the distribution of course materials in connection therewith; providing newsletters in the field of retirement planning, mutual funds, annuities, investment securities, investment advice, financial planning, financial portfolio ...

computer software program for use in connection with retirement planning

annuity services, namely annuity contract administration and financial planning relating thereto

Insurance and financial information and consultancy services

Online show in the field of financial planning, retirement planning, and investment planning; Podcast in the field of financial planning, retirement planning, and investment planning

COUNSELING SERVICES, NAMELY, COUNSELING EMPLOYERS AS TO STRATEGIES FOR RETAINING SELECT OLDER EMPLOYEES

Financial services, namely, providing financial advice and financial consultation in the fields of retirement income planning and retirement income management

Providing an on-line publication in the nature of articles, essays and papers in the field of retirement-income planning and retirement-income management

Business consulting services in the field of retirement plans, employee benefit plans, employee stock ownership plans, benefit audits and mergers and acquisitions

RETIREMENT HOME SERVICES

FINANCIAL INVESTMENT ADVISORY SERVICES IN THE FIELD OF RETIREMENT PLANS; FINANCIAL ADMINISTRATION AND PLANNING OF RETIREMENT PLANS; PROVIDING INFORMATION AND ADVICE IN THE FIELD OF FINANCE, FINANCIAL INVESTMENTS, FINANCIAL VALUATIONS, AND THE FINANCIAL ASPECTS OF RETIREMENT; INVESTMENT MANAGEMENT OF AND DISTRIBUTION OF RETIREMENT INCOME PRODUCTS IN THE NATURE OF VARIABLE ANNUITIES; PROVIDING A WEB SITE THAT ASSISTS FINANCIAL PROFESSIONALS IN THE MANAGEMENT OF RETIREMENT ACCOUNTS

Estate planning; financial services namely, providing an investment option available for annuity and life insurance products and college funding

annuity underwriting services

Educational services, namely, conducting workshops in the field of retirement planning, investment planning, income planning, tax planning, estate planning, and financial planning and distribution of course materials in connection therewith in printed or electronic format

Financial services, namely, wealth management services

Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence

Marketing services

Financial planning for retirement; Individual retirement account services

Financial planning for retirement

Financial planning for retirement

Financial Planning, namely, consulting and advising on investments in securities, portfolio management, asset management, asset allocation, health care, health care insurance, post-career planning, post-employment planning, estate planning, health care insurance, cash management and risk management; Investment Management, namely, consulting and advising on investments in securities, fund management, capital investments, portfolio management, asset management, asset allocation, cash management...

Financial advisory and consultancy services; Financial asset management; Financial investment analysis and stock research; Financial planning

Administration of employee pension plans; Business, stock option and pension valuation services

Financial management: namely, consultation on retirement planning, estate planning, asset management, and long term health care; consultation on investments in securities, portfolio management, capital investments, and cash management; retirement planning services involving life insurance, mutual funds, fixed annuities, analysis of post retirement income alternatives, financial asset allocation and management, and long term health care insurance; brokerage services in the field of financial a...

cooperative advertising and marketing in the field of administration and design of employee benefit plans and employee benefit products

administration and design of group annuity products for employee benefit plans intended particularly for small businesses

Education services, namely, providing classes, seminars, and workshops in the fields of investments, financial markets, and retirement planning; Educational and entertainment services, namely, a continuing program about investments, financial markets, and retirement planning accessible by radio, television, satellite, audio, video and computer networks; Online electronic newsletters in the field of investments, financial markets, and retirement planning

Downloadable recorded programs about finance and retirement information accessible via computer networks

Entertainment services in the nature of development, creation, production and post-production services of multimedia entertainment content

Financial advisory and consultancy services

Financial retirement plan consulting services

Advice relating to investments; Financial advice

Financial services, namely, advising and providing individuals with financial concepts for accumulating and or preserving sufficient liquid assets, to generate the necessary income for an individual's total living expenses during retirement years, taking into account the following financial factors: the numbers of working years to retirement, known as "the term", the fixed annual interest, savings, or investment rate, during the term, the amount the client can or may wish to obtain on a "reti...

Financial services, namely, advising and providing individuals with financial concepts for accumulating sufficient liquid assets, i.e. stocks, bonds, or cash to generate the required lump sum to generate the necessary income for an individual's total living expenses during retirement years, taking into account the following financial factors: the numbers of working years to retirement, known as "the term", the fixed annual interest, savings, or investment rate, during the term, the lump sum "...

Loan Financing; Mortgage banking; Mortgage lending; Mortgage brokerage; Mortgage refinancing; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Credit and financial consultation; Financial services, namely, mortgage planning

Financial advisory and consultancy services; Financial planning for retirement; Investment advisory services; Investment advice in the fields of retirement; providing a website with information in the field of books and financial planning

Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of estate and retirement planning

Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting; Financial planning and investment advisory services; Financial portfolio analysis services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Educational services, namely, conducting live and on-line classes, seminars, non-downloadable webinars, and workshops in the field of retirement planning, investment management, asset allocation, self-help, personal development, professional development, retirement success, creating more meaning in retirement, financial planning, health and wellness, nutrition, time management, finding purpose and meaning, living an adventurous lifestyle, and producing income; Educational services, namely, co...

Financial retirement plan consulting services

Educational software and pre-recorded audio tapes in the field of finance

Financial advisory and consultancy services; Financial planning; Investment advice

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services

Investment management and investment advisory services, financial information and advisory services

periodicals, namely newsletters in the field of financial services

Computer software used in financial education

providing on-line investment advice to retirement plan participants

Financial consultancy and insurance consultancy; Insurance and financial information and consultancy services; Insurance brokerage services; Investment advisory services; Investment management

RETIREMENT ESTATE AND FINANCIAL PLANNING

educational services, namely, providing a daily online electronic newsletter featuring information, articles and interviews relating to retirement and retirement planning, rendered via the Internet, portable and wireless communication devices