Financial planning for retirement

Organization of seminars

Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage i...

Application Service Provider (ASP) featuring software used to administer retirement relationship building tool for use between financial professionals and their clients/prospects and for preparing and electronically distributing written reports in connection therewith

On-line non-downloadable software, namely, a retirement relationship building tool for use between financial professionals and their clients/prospects and for preparing and electronically distributing written reports in connection therewith

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 a web site featuring temporary use of non-downloadable software for use in retirement planning and management

financial planning services

FINANCIAL PLANNING SERVICES

PROVIDING ANNUITY UNDERWRITING AND ADMINISTRATION SERVICES

FINANCIAL PLANNING SERVICES

Underwriting and brokerage of annuities

Financial planning, investment advisory and wealth planning services

Financial planning for retirement

Financial planning; Financial planning and investment advisory services; Financial planning for retirement

Financial planning for retirement

Providing Investment Consultation Services

PRE-RETIREMENT TRAINING MATERIAL (MANUAL, VIDEO PRODUCTION AND ADVERTISING MATERIAL) USED TO HELP INDIVIDUALS ENGAGE IN THE PROPER RETIREMENT PLANNING ACTIVITIES

Financial planning for retirement; Financial retirement plan consulting services; Financial planning and investment advisory services; Insurance brokerage services; Insurance consultancy

Printed instructional, educational, and teaching materials in the field of financial and tax planning

financial portfolio management, planning and investment services

CREDIT CARD SERVICES AND CUSTOMER LOYALTY PROGRAMS FOR INDIVIDUALS AND BUSINESSES

providing referrals to hotel guests and tourists to local hospitals or local physician offices with participating physicians and hospitals

Providing assistance to senior citizens seeking to determine assisted living facilities appropriate for their needs; Providing assisted living facilities

Banking and financial services, namely certificates of deposit

patent and other intellectual property consultation

[ Financial consultation in the area of investment and retirement planning, and ] information services provided by computer via the Internet dealing with finances, investments, and retirement financial planning

Educational services, namely, providing classes, seminars, and one-on-one training in the field of finances, investments, and retirement financial planning

Educational services, namely, providing live and on-line classes, seminars, webinars and workshops in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith; educational and entertainment services, namely, providing educational speakers in the field of financial wellness, financial planning, and retirement planning; education services, namely, providing online virtual classes, seminars, webinars and workshops...

Financial planning for retirement; financial retirement plan consulting services; providing financial information and advice in the field of retirement planning and retirement plan management; financial administration of retirement plans

CREATION AND DISTRIBUTION ON THE INTERNET OF AUDIO AND VIDEO MATERIAL CONTAINING EDITORIAL CONTENT IN THE FIELD OF RETIREMENT PLANNING AND RETIREMENT SAVINGS PLANS

Underwriting, issuance and administration of annuities

Financial services, namely, advice relating to investments, asset management; cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; insurance bro...

Financial consultancy and insurance consultancy

Financial services, namely, banking and loan services; Insurance services, namely, underwriting, issuing and administration of all types of insurances; Insurance advice, consultation; Insurance services in the nature of loss control management for others; Insurance agency and brokerage services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, mutual funds, real estate, futures and other securities, and the investment of...

Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by providing counseling, completing necessary forms and other required paperwork, manua...

Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by providing counseling, completing necessary forms and other required paperwork, manua...

Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by providing counseling, completing necessary forms and other required paperwork, manua...

Development of customized financial solutions for individuals, groups and entities, namely, financial planning, investment advisory services and coordination of financial advisory team; investment and financial advisory services; strategic financial advisory services

Entertainment, namely, a continuing financial advisement, wealth management and retirement planning show broadcast over radio; Entertainment services, namely, providing podcasts in the field of financial advisement, wealth management and retirement planning

Advice on finance during retirement; Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services

Financial planning for retirement

Entertainment services, namely, performing live comedy shows and non-downloadable webcasts

Entertainment services, namely, performing live comedy shows and non-downloadable webcasts

Financial services, namely, providing financial information in the nature of financial strategies

Financial retirement plan consulting services; Financial planning for retirement; Investment advice in the fields of Retirement Planning

Retirement-related financial consultation services rendered to persons between the ages of 50 to 75 featuring the use of a software tool by financial consultants to assess the retirement goals of each client and to suggest financial products aligned with a course of action to meet the needs of each client

financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others

financial planning information services, namely, tracking and evaluating the attitudes and behaviors of workers and retirees regarding saving, retirement planning, and long-term financial security; providing information about retirement planning and long-term financial security by the dissemination of information through printed publications and via a global communications network

DOWNLOADABLE ELECTRONIC PUBLICATIONS IN THE NATURE OF ISSUE BRIEFS AND REPORTS FEATURING TOPICS RELATED TO ATTITUDES AND BEHAVIORS OF WORKERS AND RETIREES REGARDING SAVING, RETIREMENT PLANNING, AND LONG-TERM FINANCIAL SECURITY, AND PUBLIC AWARENESS OF RETIREMENT PLANNING AND LONG-TERM FINANCIAL SECURITY