financial planning, investment management, and financial retirement planning services

books and magazines on the subjects of financial planning and investment

Providing a website on a global computer network featuring maps, directories and information regarding the demographics, character and economic climate in a particular chosen geographic area; Providing a website on a global computer network for obtaining user preferences regarding geographic locations and comparing the demographics, character and economic climate of those geographic locations to determine similarly compatible geographic locations; and providing a website featuring information...

Providing temporary use of online non-downloadable software for account users to manage and review employee stock ownership and option plans and other specialty retirement plans, including tax, retirement savings and investment calculators to plan and manage retirement planning, via the Internet

Educational publications, namely, books, hand-outs, workbooks in the fields of financial literacy and retirement planning

PREPARING AND PLACING ADVERTISEMENTS FOR OTHERS, NAMELY, PREPARING AND PLACING ADVERTISEMENTS OF BUSINESS DISCOUNT OFFERINGS AND PROMOTIONS FOR SENIOR CITIZENS AND OTHER MEMBERS OF A DISCRETE AND DISTINCT AFFINITY GROUP ON THE INTERNET; PROVIDING A WEB SITE OF INFORMATION ABOUT DISCOUNTS AVAILABLE FOR SENIOR CITIZENS AND OTHER MEMBERS OF A DISCRETE AND DISTINCT AFFINITY GROUP

Providing a website with information and resources in the field of personal finance, pensions, annuities and benefits, and retirement savings, investment and planning