Providing information, counseling, and consulting in the field of employee healthcare, dental, vision, life insurance benefit plans

Business management and enterprise organization consultancy; Assistance, advisory services and consultancy with regard to business analysis; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis

Educational services, namely, providing non-downloadable webinars in the fields of financial planning, retirement planning, retirement plan fees; financial wellness programs, namely, providing non-downloadable webinars featuring instruction in the field of financial planning for financial distributions; investment education, namely, providing non-downloadable webinars in the field of retirement planning, investment advice, trust management accounts, and financial and regulatory administration...

Financial wellness program services, namely, providing financial advice and assistance to individuals, plan sponsors and companies as part of benefit programs for employees and participants; providing financial wellness information via a web site and mobile application; financial wellness assessments in the nature of financial advice, management, and consulting; financial wellness counseling in the nature of financial advice, management and consulting; financial advisory and consultancy servi...

Downloadable software in the nature of a mobile application for financial wellness; downloadable educational mobile applications featuring instruction for financial wellness; downloadable mobile application for the provision and management of financial information and evaluations for purposes of improving user's overall financial wellness

Educational services, namely, providing non-downloadable webinars in the fields of financial planning, retirement planning, retirement plan fees; financial wellness programs, namely, providing non-downloadable webinars featuring instruction in the field of financial planning for financial distributions; investment education, namely, providing non-downloadable webinars in the field of retirement planning, investment advice, trust management accounts, and financial and regulatory administration...

Financial wellness program services, namely, providing financial advice and consulting to individuals, plan sponsors and companies as part of benefit programs for employees and participants; providing financial wellness information via a web site; financial wellness assessments in the nature of financial advice, management, and consulting; financial wellness counseling in the nature of financial advice, management and consulting; financial advisory and consultancy services; financial retireme...

Downloadable software in the nature of a mobile application for providing tips to achieve financial wellness; downloadable educational mobile applications for providing instruction in the field of financial wellness; downloadable mobile application for the provision and management of financial information and evaluations for purposes of improving user's overall financial wellness

Computer technology consultancy; Consulting in the field of information technology; Information technology consulting services; Outsource service provider in the field of information technology consulting; Providing technology information in the field of corporate innovation; Telecommunications technology consultancy

Downloadable software in the nature of a mobile application for financial wellness; downloadable educational mobile applications featuring instruction for financial wellness; downloadable mobile application for the provision and management of financial information and evaluations for purposes of improving user's overall financial wellness