Financial services, namely, mortgage planning; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage procurement for others

Financial administration of retirement plans; Financial retirement plan consulting services

underwriting disability insurance

Financial investment in the field of annuities, retirement plans and life insurance; Investment advice

Financial investment in the field of annuities, retirement plans, and [life insurance;] investment advice

EDUCATIONAL SERVICES, NAMELY, CONDUCTING CLASSES, LECTURES, SEMINARS AND WORKSHOPS DIRECTED TO THE SUBJECT OF FINANCIAL INVESTMENT; AND CLASS MATERIALS DISTRIBUTED IN CONNECTION THEREWITH

annuity underwriting services

Printed publications, namely, brochures, booklets, and teaching materials in the field of personal development, health and lifestyle, financial planning, investing, retirement, fitness, travel, volunteering, and general interest; A series of books and written articles in the field of personal development, health and lifestyle, financial planning, investing, retirement, fitness, travel, volunteering, and general interest

Printed publications, namely, brochures, booklets, and teaching materials in the field of personal development, health and lifestyle, financial planning, investing, retirement, fitness, travel, volunteering, and general interest; A series of books and written articles in the field of personal development, health and lifestyle, financial planning, investing, retirement, fitness, travel, volunteering, and general interest

Financial planning; Financial planning for retirement

Financial Planning

Financial income planning for retirement

Financial planning for retirement; providing information and advice in the field of financial investments, annuities and the financial aspects of retirement

consultation in the field of personal financial management, namely, evaluating and providing advice on financial programs and financial portfolios; financial planning, namely, creating personalized strategies for calculating and measuring achievement of financial goals

providing seminars in the field of retirement planning

Financial services, namely, retirement planning

Printed matter, namely, printed guides for retirement preparedness and planning, and manuals for retirement preparedness and planning

Business research and economic forecasting and analysis, namely, providing research, analysis, and information regarding Americans' preparedness for retirement

Kit consisting of a cardboard container with pre-labeled dividers for organizing and storing financial, legal and insurance records and documents and instructions for use therewith; books in the field of financial planning

Conducting workshops and seminars in retirement planning

financial planning software; computer software for use by financial planners to educate clients about retirement planning; computer software for use by financial planners to communicate retirement planning concepts; and computer software featuring financial planning calculators

Stickers; Bumper stickers

Financial planning for retirement

Computer software and instructional manuals sold together as a unit for financial planning

Printed instructional material on the subject of retirement and saving for retirement

Printed Publications, namely, newsletters, magazines, brochures and books in the fields of business, finance, investment, money management, financial planning and retirement planning

Printed instructional, educational and teaching materials on the subject of retirement and saving for retirement.

computer software and instructional manuals sold together as a unit for financial planning

Financial education - podcasts, YouTube videos

Real Estate Services

Annuity services, namely, distribution of annuities and account administration; insurance agency and brokerage services in the field of life insurance

PROVIDING REBATES FOR ONLINE PURCHASES MADE VIA A PORTAL SITE COMPRISED OF PARTICIPATING RETAIL ESTABLISHMENTS, SUCH PURCHASES PROVIDING FOR REMITTANCES TO A RETIREMENT ACCOUNT WITH A PARTICIPATING BROKER OR BANK

Educational services, namely, conducting non-downloadable video podcasts in the fields of financial, investment and retirement planning

Advisory services relating to mutual funds; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice on finance during retirement; Advice relating to investments; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment analysis and sto...

Financial consulting

Financial planning for retirement

Financial planning for retirement

Annuities brokerage services; underwriting and investment management of annuities and defined contribution plans; investment management and advisory 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 insurance and financial information and research by means of a global computer network

Financial services, namely, investment 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 information and research by means of a global computer network, personal digita...

Organizing community festivals featuring a variety of activities, namely sporting events, art exhibitions, flea markets, ethnic dances and the like; Providing facilities for recreation activities

Financial retirement plan consulting services

Education services, namely, providing non-downloadable webinars, workshops and seminars in the field of retirement activity planning from a Christian perspective and distribution of related course materials

Downloadable educational course materials in the field of retirement planning

Providing an on-line forum for transition planning, adaptability, resilience to change, and mental and emotional wellness in order to devise a strategic plan for the retirement chapter that compliments the person's financial and lifestyle plan

FINANCIAL SERVICES, NAMELY FUNDS INVESTMENT, INVESTMENT ADVICE; FINANCIAL MANAGEMENT AND FINANCIAL ADVICE; AND FINANCIAL RETIREMENT PLANNING SERVICES

Series of non-fiction books in the field of retirement planning

Seminars and exhibitions in the area of retirement lifestyle management

Educational services, namely, conducting seminars in the field of retirement planning and distribution of course material in connection therewith

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, life insurance settlement services; Insurance and financial information and consultancy services

Educational services, namely, providing podcasts and radio programs in the fields of financial, tax and estate planning for retirement and retirement insurance; Entertainment services, namely, providing radio programs in the field of financial, tax and estate planning for retirement and retirement insurance via a global computer network; Entertainment services, namely, providing podcasts in the field of financial, tax and estate planning for retirement and retirement insurance