Financial services, namely providing life insurance, annuities, and financial planning

PRINTED INSTRUCTIONAL, EDUCATIONAL AND TEACHING MATERIALS IN THE FIELD OF FINANCIAL PLANNING

Arranging and conducting of educational seminars in the field of finance, investment, and taxation planning; Charitable education services, namely, providing classes, seminars and workshops in the field of finance, investment, and taxation planning; On-line journals, namely, blogs featuring finance and tax information

Estate planning; Financial advice, namely, budget planning; Financial retirement plan consulting services, namely, analyzing financial resources, setting goals, evaluating risks, analyzing pension and social security benefits, legacy planning, planning multi-generational wealth transfers, and evaluating insurance needs

Education services, namely, providing workshops in the fields of Finance, Estate Planning, and Reverse Mortgages

Financial planning for retirement

Financial administration of retirement plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial services, namely, wealth management services

Financial management services, namely, investment advisory, supervisory, and management services to individual and institutional investors; providing administration and shareholder services to mutual funds, namely, account information, data, market data, share price movement and securities reporting, and account record keeping; fund advisory and investment services, namely, individual bond and equity securities, and municipal, bond, money market, income, value, growth, and stock equity mutual...

Downloadable electronic publications in the nature of magazines and guides featuring non-financial information about retirement locations and amenities in such locations

Insurance; financial affairs; monetary affairs; pension services; administration and management of pensions, pension funds, pension schemes and retirement plans; pension planning services; underwriting of pensions; provision of investment products for pension schemes; provision of bonds to match pension scheme liabilities; transferring risks of pension schemes; provision of information, advice and consultancy services relating to the aforesaid

Financial services, namely insurance brokerage, debt management consultation,annuity brokerage, and financial planning

Entertainment and educational services, namely, the presentation of seminars, workshops and panel discussions, and ongoing television and radio shows all in the field of retirement

Entertainment and educational services, namely, the presentation of seminars, workshops and panel discussions, and ongoing television and radio shows all in the field of retirement

Estate planning; financial advice and consultancy services; financial investment brokerage; financial planning and investment advisory services; financial planning consultation; financial portfolio analysis services; financial portfolio management; financial research and equity research brokerage services; financial research and information services

Insurance brokerage; insurance brokerage in the field of long term care

Educational services, namely, courses, seminars, and webinars in the fields of finance, financial planning, and investment management, online courses, seminars, and webinars in the fields of finance, financial planning, and investment management, and distribution of course materials in connection therewith

Web publishing, namely, creating a website and uploading it onto an Internet server

Investment advice