Conducting workshops and seminars in the field of financial and insurance investments for the purpose of retirement planning

Providing an interactive computer database of information in the field of retirement financial planning, and providing online real time access to plan members on their retirement savings vehicles

Financial, insurance, and retirement planning services

Conducting workshops and seminars in the field of financial and insurance investments for the purpose of retirement planning

Finance education training, namely, providing financial education in the field of the foreign exchange market

Insurance brokerage; Insurance Consultancy; Insurance consultation; Insurance administration; Annuity Brokerage, namely, issuance and administration of annuities; Annuity investment management Consultancy; Annuity investment management Consultation; Annuity account administration; Issuance and administration of annuities; Medicare consulting services rendered to individuals; Medicare claims administration and consulting services rendered to individuals; Life Insurance brokerage; Insurance con...

Financial planning; investment management services; securities brokerage services; mutual fund investment services; mutual fund and investment brokerage services; financial risk management; retirement funds investment services; financial investment services in the nature of asset management services, cash management, financial management, and financial portfolio management; financial research in the field of retirement savings behavior

Financial planning, Financial investments; Research in the field of retirement savings behavior

Education in the fields of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility rendered through correspondence courses; Educational services, namely, conducting live and on-line classes seminars, and workshops in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Educational services, namely, conducting live and on-line cl...

UNDERWRITING OF GROUP RETIREMENT ANNUITY AND DEATH BENEFIT INSURANCE

Marketing consultation in the field of finance

indicating membership in an association of retirement communities

newsletter on retirement-related financial information

FINANCIAL ADVISORY SERVICES IN THE FIELD OF RETIREMENT PLANNING

Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Mutual fund advisory services; Strategic financial advisory services

Investment, money and securities management and advisory services

investment, money and securities management and advisory services

Entertainment services, namely, providing podcasts in the fields of financial planning and retirement; Providing a website featuring blogs and non-downloadable publications in the nature of blogs in the fields of financial planning and retirement

Books in the fields of financial planning and retirement

Investment advice and guidance in the field of retirement plans

Pre-recorded DVDs and downloadable podcasts featuring recordings of documentary regarding the history, evolution and issues of retirement

ENTERTAINMENT SERVICES IN THE NATURE OF A SERIES OF TELEVISION PROGRAMS IN THE AREA OF RETIREMENT, NAMELY, PLANNING FOR RETIREMENT

Administration of a discount program for enabling participants to obtain discounts on goods and services through use of a discount membership card

Conducting incentive reward programs to promote the leasing of independent living residences for senior citizens, and to promote sales of other services provided at independent living residences for senior citizens, such other services including cafes, cafeterias, food service, and hotel services

administration of retirement plans; investment consultation services

Educational services, namely, providing educational speakers in the field of taxes, retirement, and financial planning; Educational services, namely, providing online instruction in the field of taxes, retirement, and financial planning; Educational services, namely, providing courses, classes, workshops, and seminars in the fields of taxes, retirement, and financial planning; Educational services, namely, providing courses, classes, workshops, and seminars in the fields of taxes and retirement

Financial administration of employer sponsored retirement plans, fiduciary representative services, and investment management of and distribution of retirement income products in the nature of variable annuities

Financial planning consultation

Financial services, namely, investment advisory and investment management services; mutual fund investment services

Financial services, namely investment advisory and investment management services; mutual fund investment services

Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation

Financial planning and investment advisory services

Consulting services in the fields of pension and retiree benefit plans

computer software in the field of financial planning

Business training consultancy services; Business training in the field of financial services and sales regarding financial services

Business training consultancy services; Business training in the field of financial services and sales regarding financial services

Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Administration of employee benefit plans concerning insurance and finance; Administration of employee welfare benefit plans concerning insurance and finance; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Processing, administering and managing employee benefit plans concerning insurance and finance

Decals, stickers, pens, pencils, message boards, magnetized message boards, dry erase message boards, magnetized dry erase message boards

Novelty items, namely mugs and insulated cups

T-shirts, tanktops, golf shirts, dress shirts, blouses, sweat shirts, windbreakers, jackets, caps, hats, visors, sunglasses, keychains, mugs, insulated cups, decals, stickers, pens, pencils.; T-shirts, tanktops, golf shirts, dress shirts, blouses, sweat shirts, windbreakers, jackets, caps, hats, visors, sunglasses, keychains, mugs, insulated cups, decals, stickers, pens, pencils.

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

Marketing services

Marketing services in the nature of direct marketing services featuring advertising and planning information for interactive seminars, classes and workshops in the field of retirement planning

Financial advice and financial management services for retirement

Individual retirement account services

Individual retirement account services

Providing a website featuring on-line courses and materials in the fields of finances, legal affairs, health, well-being, and late-life planning, and distributing course material in connection therewith; Providing online, non-downloadable publications in the nature of articles, news bulletins, audio files, video files, and audio/visual files in the fields of financial planning, legal affairs, health, well-being, and late-life planning for individuals and their families

Advice relating to investments

Computer software for use as a spreadsheet in the field of charitable fundraising and long-term financial and estate planning for individuals and families