financial planning; retirement planning, wealth retention, estate planning and investment management consulting services

Mark is attached by labels or attached to or printed on stationery or books

Legal services and legal consultation in the areas of estate planning, probate and estate administration, and real estate

Financial services, namely, advisory, analytic, benchmarking and unit of account services, namely, providing a mechanism to hedge currency and inflation risks using a proprietary unit of measure calculated based on the value of the underlying components consisting of developed market currencies, developing market currencies and commodities

Financial Planning and Investment Management Services

Providing estate planning for high net worth families

Financial advisory services, wealth and investment management services provided utilizing an assessment that helps families recognize their own activity against a set of best practices for multi-generational families of wealth

Business consulting services; Tax advisory services; Tax filing services

Financial consulting; Financial planning; Insurance brokerage; Investment brokerage

Financial planning and financial consulting, namely planning and consulting for individuals, corporations and other entities regarding insurance, investments, benefits, estate planning, taxation, and retirement; insurance brokerage services; brokerage of insurance products, namely life insurance and annuities; investment brokerage services; brokerage of investment products, namely stocks, bonds, mutual funds and other types of investment vehicles

Computerized database management services; marketing research, namely, conducting marketing studies of the charitable behavior of wealthy individuals

Marketing services

annuity and life insurance underwriting services

Financial services, namely, money management services, retirement planning, financial consulting, and annuity brokerage; Life insurance brokerage

Financial advisory and consultancy services, namely, the creation of personalized strategies for financial planning, asset management, and investments

Educational services, namely, conducting research and communications in the field of indicate subject matter

financial services, namely, estate planning services, life insurance counseling and placement, investment counseling and financial planning for others

Publishing services, namely, publication of books, magazines, journals, newsletters and periodicals featuring a wide variety of information and material; electronic publishing services, namely, publication of text and graphic works of others on CD-roms and on-line featuring information regarding high-quality consumer goods

Financial planning and investment advisory services; On-line financial planning services

Financial services, namely, financial consultation and financial planning. Providing financial information in the fields of finance, investment, money management, retirement planning and financial planning; providing news, information and commentary in the field of financial investments and financial markets

Providing financial information in the fields of finance, investment, money management and financial planning; providing news, information and commentary in the field of financial investments and financial markets; financial services, namely, financial consultation and financial planning

Insurance and financial services, namely, investment planning, retirement planning, and wealth management services for consumers of all ages

Financial and investment services, namely management in the field of retirement accounts; Providing web-based financial administration for the financial management of retirement accounts; Providing information in the field of retirement savings; Individual retirement account services

Providing an internet website portal in the field of crowd funding featuring investment opportunities offered by entrepreneurs to attract capital funding from a large group of individuals over the internet

Education services, namely, providing a podcast in the fields of financial information, financial planning, and money management; Educational and Entertainment services, namely, providing classes, workshops, and speaking engagements in the fields of financial information, financial planning, and money management and distribution of educational materials in connection therewith

Arranging and conducting training seminars and workshops in the areas of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning

Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth...

Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, a t...

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; On-line financial planning services

financial consultation

Downloadable podcasts in the field of finance

Educational services, namely, providing classes, seminars, and workshops in the field of finances

Printed Matter; Namely, Newsletters, Books, Magazines, Journals, And Bulletins In The Field Of Financial Management, Investing, Stock Market Performance, And Asset Building

Financial advice and consultancy services; Financial analysis and research services; Financial information and advisory services; Insurance and financial information and consultancy services; Strategic financial advisory services

computer software and audio tapes featuring information about real estate and investing

pre-recorded audio video tapes in the field of insurance and financial information and training

Business consulting and information services; customized business advice relating to the development, marketing, purchase, and sale of a variety of products and services of others; advice in the field of business management and marketing; business marketing and advertising services, namely, promoting the goods and services of others; business services, namely, registering, screening, evaluating, credentialing, and organizing third-party vendors, suppliers, and contractors, and documentation a...

Educational services in the nature of providing and conducting financial education classes, seminars, symposiums, colloquiums, workshops, and personal coaching in the field of economics, financial literacy, and personal and household finance; Educational services, namely, providing online instruction in the field of economics, financial literacy, financial education, and personal and household finance; Educational services, namely, providing online instruction in the field of economics, finan...

Educational services in the nature of providing and conducting financial education classes, seminars, symposiums, colloquiums, workshops, and personal coaching in the field of economics, financial literacy, and personal and household finance; Educational services, namely, providing online instruction in the field of economics, financial literacy, financial education, and personal and household finance; Educational services, namely, providing online instruction in the field of economics, finan...

Educational services, namely, providing on-line courses and live seminars in the field of personal finance

Capital investment; Capital investment consulting; Capital investment services; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Consultancy of capital investment; Equity capital investment

Financial education

Financial portfolio analysis services

Business training in the field of leadership development and executive coaching

Workshops and seminars in the field of life skills for kids and adults

Casino gaming machines; slot machines

Estate planning; Financial planning; Financial planning consultation

Financial advisory and consultancy services

Financial planning; Online financial planning services

Financial planning