Strategic financial advisory services

Estate planning; Financial planning; Insurance brokerage in the field of short term health, individual health, life, long term care, health, disability, automobile, homeowners, recreational, business, and medicare; Investment management of and distribution of variable annuities; Mutual fund brokerage; Mutual fund investment

financial services, namely an advisory service for the investment of tax deferred assets

investment advisory services

magazines containing entrepreneurial stories for retirees

Financial planning for retirement; Financial retirement plan consulting services

Investment advisory services; investment advisory services related to the efficient withdrawal of assets during retirement; investment consultation; investment management

Newsletters on the subject of pre-retirement financial planning

Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans and deferred compensation arrangements ...

Gaming machines, namely, devices which accept a wager [ and components therefor, namely, controllers, displays, button panels, bolsters, electrical wiring, and computer hardware and software associated therewith ]

gaming machines, namely, slot machines with or without a video output

retirement plan inquiry, transaction, financial planning and financial advice services for providing retirement plan participants 24-hour access to retirement plan data via global computer network

Advice relating to investments; Capital investment consultation; Financial services in the nature of an investment security; 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 services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment brokerag...

employee benefit plan administration services

Providing on-line non-downloadable software for obtaining consumer financial and retirement information and preferences in the field of financial advisory services

Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

investment advisory services; investment services featuring the management of an account holder's investments to provide a periodic payment to the account holder

Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about financial retirement planning, financial investment account information, research in the fields of financial investment and finance, and information a...

investment services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder

financial services, namely, a retirement income planning service

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Financial planning for retirement; Financial retirement plan consulting services

Insurance consulting in the field of Life and Health insurance, Life and health insurance and annuity underwriting services

Education services, namely, providing classes, seminars, workshops, and non downloadable webinars in the field of retirement planning, savings, social security, medicare, annuities, wills, health, nutrition, and exercise and distribution of course materials in connection therewith in printed or electronic format

Providing independent living and assisted living facilities for seniors

OFFERS RETIREMENT PLANS FOR PERSONS 65 YEARS OR OLDER

OFFERS RETIREMENT PLANS FOR PERSONS 65 YEARS OR OLDER

entertainment and education services, namely, providing podcasts in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

[ Education services, namely, providing live and on-line classes, seminars, workshops in the field of financial planning, and distribution of printed instructional materials in connection therewith in hard copy and electronic format on the same topics ]

Investment advisory services in the field of retirement planning and financial portfolio analysis and consultation, featuring tactical asset allocation strategies in the form of actively managed diversified investment portfolios for specified investor objectives; providing financial planning and investment information to retirement plan participants

Investment advisory services in the field of retirement planning and financial portfolio analysis and consultation, featuring tactical asset allocation strategies in the form of actively managed diversified investment portfolios for specified investor objectives; providing financial planning and investment information to retirement plan participants

retirement financial planning, financial investment advice, comprehensive Individual financial planning services, comprehensive individual financial wealth management services, namely insurance consultation and financial investment services in the fields of securities and mutual funds

Investment Services, namely, analysis and reporting of pension plan liabilities for others by identifying when participants no longer qualify for benefits under a pension plan

Financial services, namely, offering personal financial recordkeeping, customized retirement plans, commodity trading and investment administration via an online website

Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that uses current and historical Form 5500 and investment data to deliver a comprehensive benchmarking report on retirement plans, including the plan's return on investment, ...

Financial analyst and consultation; Financial management services

Financial retirement plan consulting services

Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that displays a side-by-side comparison of a current retirement plan design and performance against a proposed plan design whereby such comparison communicates features, bene...

Educational services, namely, conducting workshops, online classes, seminars, conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; non-downloadable electronic publications in t...

Financial retirement plan consulting services, including an internet website portal featuring information in the field of retirement plan evaluation

Downloadable computer software for separating the Inflation component from the Annual Investment Return of any Retirement Plan

Financial retirement plan consulting services

educational investment report provided to plan participants to assist in making informed investment decisions for retirement

educational services, namely, conducting courses, seminars, and workshops in the field of retirement planning, personal finance, financial planning, and business planning, and distribution of educational materials in connection therewith

On-line electronic newsletters delivered by email in the fields of retirement plan management, retirement planning information, financial and investment information, and advocacy and regulatory compliance in the field of retirement plan administration

insurance services, comprising brokerage and consultancy, directed to plans for protecting retirement income and retirement assets

consultation regarding compensation and retirement plan design, preparation of documentation and retirement plan establishment, retirement plan administration and record keeping in connection therewith; financial investment management of retirement funds; financial consultation in regard to retirement funds and investments of such funds

retirement planning services, namely financial planning and counseling, brokerage services, administration of individual retirement accounts (IRAs), administration of custodial profit sharing and money purchase pension plans for the self-employed (Keogh Plans), and administration of qualified and non-qualified business retirement plans

financial services, namely, design of retirement plans, consultation in the field of retirement plans, and administration of retirement plans