Entertainment services, namely, performing live comedy shows and providing non-downloadable webcasts in the field of humor

Real estate services, namely, leasing, rental and management of commercial property in the nature of senior residential retirement, independent living, assisted living, and memory care assisted living

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

Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial planning, namely, creating personalized financial strategies for families or family offices, estate and financial advice relating to tax planning services for families or family offices; Financial retirement plan consulting services; Advice on finance during retirement; Financial services, namely, wealth management services; Financial plann...

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

Downloadable electronic newsletters delivered by e-mail in the field of retirement investing and retirement health and lifestyle

Financial services, namely, providing record keeping and administrative services for employee benefit plans; providing retirement fund investment services; providing information in the field of retirement fund accounts; and providing financial information in the field of retirement planning

PROVIDING INFORMATION SERVICES VIA TELEPHONE OR WRITING OR BOTH ABOUT RETIREMENT HOUSING AND SERVICES FOR SENIOR CITIZENS

On-line business directories featuring resources and services for the 50 and older age demographic, complete with educational articles, business profiles and advertisements directed toward the 50 and over age demographic

Downloadable electronic publications in the nature of newsletter and articles in the field of retirement housing, assisted living, nursing homes, Medicaid, Medicare, social security, retirement, reverse mortgages, elder care, home healthcare, issued associated with aging, mental health, health monitoring, transportation, care giving and support, hearing aids, wills and trusts, fitness and wellness, grand parenting, travel and prescription drugs

Financial planning and investment advisory services

Annuity underwriting; Issuance and administration of annuities

Annuity underwriting; Issuance and administration of annuities

Annuity underwriting; Issuance and administration of annuities

computer consultation and design for others, in the nature of development of interactive computer software for tax, employee benefits and financial planning

Financial calculation services for others, namely, allocating investment portfolios in preparation for retirement

Financial retirement plan consulting services

On-line electronic newsletters delivered by e-mail in the field of stock market investing; Providing a website featuring entertainment information; Providing on-line newsletters in the field of stock options

Estate planning; Financial planning for retirement

Financial planning for retirement; insurance consultation, brokerage and agency services; investment consultation and brokerage services

Life insurance brokerage

Estate planning; Estate trust planning; Financial administration of a scholarship program that promotes education through the granting of scholarships, the recipients being selected in local, state and national contests based on such facts as scholastics, talent, poise and fitness; Financial administration of retirement plans; Financial administration of scholarship programs; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Fina...

Radio and television broadcasting services; Radio and television programme broadcasting; Radio broadcasting; Radio broadcasting consultation; Radio broadcasting information; Radio broadcasting of information and other programs; Radio communication; Radio program broadcasting

Financial planning services, namely, providing information and advice in the field of financial planning for retirement

Financial advisory services; Financial planning; Investment advisory services; Providing financial information via a web site

Education services, namely, providing on-line classes in the field of financial planning and investing

Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and investment advisory services; Financial trust planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial assistance for healthcare planning

Financial services, retirement planning, insurance

Financial planning; Financial planning for retirement; Insurance brokerage; Insurance consultation; Investment advice

Financial advice and consultancy services

Estate trust planning; Financial advice; Financial advice and consultancy services; Financial analyses; Financial analysis and consultation; Financial asset management

newsletter published quarterly or at other intervals on the subject of savings plans for people over fifty

computer software for use in retirement planning

Business marketing services, and organizing meetings, namely, business meeting planning for others

Financial analyst and consultation; Financial management services

Providing on-line non-downloadable software for data analysis, reporting, and identification of marketing opportunities based on information regarding initiators of mutual fund transactions

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

G and S-- Financial planning services primarily in the implementation of strategies and techniques for income and estate tax efficient distribution of retirement plan assets, income planning and comprehensive financial planning, and communicating such strategies and techniques to clients; and providing counseling and guidance to owners of pension plan assets, 401(k) assets, 403(b) assets, 457 plan assets and Individual Retirement Accounts in respect of strategies and techniques for income and...

Conducting training programs for financial professionals, primarily in the implementation of strategies and techniques for income and estate tax efficient distribution of retirement plan assets, income planning and comprehensive financial planning, and communicating such strategies and techniques to clients; and providing counseling and guidance to owners of pension plan assets and Individual Retirement Accounts in respect of strategies and techniques for income and estate tax efficient distr...

Providing a website featuring non-downloadable articles in the field of personal empowerment and retirement planning; Providing a website featuring blogs and non-downloadable publications in the nature of articles, reports, presentations, and online training materials in the field(s) of personal empowerment and retirement planning

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

CONSULTING SERVICES, NAMELY, FINANCIAL PLANNING AND INVESTMENT ADVISING FOR AT OR NEAR RETIREMENT CONSUMERS OF ALL AGES

Financial planning for retirement

advisory and consulting services in the field of insurance and retirement planning

Providing business management consulting services to senior living communities and organizations