Financial analysis and planning; financial asset management; debt management consultation; financial risk management, wealth management, wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; financial design, namely, design of financial plans; insurance brokerage in the fields of long-term care insurance, disability insurance, property and casualty insurance, and life insurance; estate planning, trust investment distribution and wealth distribution planning; c...

Wealth Planning; Financial Planning

Wellness and health-related consulting services

Platform as a service (PAAS) featuring computer software platforms for users to find and select branded products or services that match their preferences in order to receive rewards

Educational services, namely, providing on-line courses, seminars, non-downloadable webinars, workshops and podcasts in the field of wealth management, personal finance and financial planning; Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field(s) of personal finance, financial planning and wealth management and printable workbooks distributed therewith; Providing group coaching in the field of personal finance, financial planning and w...

Educational services, namely, conducting on-line and telephonic instruction in the field of finance; training services in the field of finance

Education services, namely, providing career re-training classes, seminars, and workshops in the fields of insurance and financial services; providing recognition award banquets in the fields of insurance and financial services

Athletic apparel, namely, shirts, pants, jackets, footwear, hats and caps, athletic uniforms

Legal services

Financial planning; Investment management

Educational services, namely, providing presentations, personal coaching, and in-person and online educational programs in the field of real estate; providing training services in the field of real estate

Financial planning

A-shirts; Athletic shirts; Golf shirts; Short-sleeve shirts; Sport shirts; Sports shirts; T-shirts; Yoga shirts

Reinsurance underwriting in the field of vehicle service contracts; Reinsurance underwriting in the field of GAP insurance (Guaranteed Auto Protection), dent and damage repair, wheel repair and replacement, and emergency roadside service contracts

Underwriting of life insurance products in the field of universal life, whole life, term life and fixed annuities

Education services, namely, providing on-line classes, seminars, and workshops in the field of sales and marketing; Education services, namely, providing classes, seminars, and workshops in the fields of sales and marketing; Educational services, namely, conducting classes, seminars, and workshops in the fields of sales and marketing and distribution of training materials in connection therewith

Information Products

business consultancy boutique services

Financial advice; Financial analysis; Financial consultancy; Financial consulting; Financial information; Financial planning; Financial research; Providing financial information; Provision of financial information

Financial consulting; financial advice; financial information; financial planning; financial analyses; financial management; customized financial plans; retirement planning; retirement benefits analysis; retirement wealth advisory services; tax free retirement; retirement income planning

Educational and entertainment services, namely, a continuing program about financial wellness, entrepreneurship, investment and real estate accessible by means of radio, television, podcasts, film, and the internet.

Information Products

Financial products and services

Business management and marketing assistance in the field of vending machine services

Financial planning, business planning, tax planning and technology consultation services

Credit consultation; Credit and financial consultation; Credit inquiry and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial analysis and consultation; Financial loan consultation; Real estate investment consultancy; Real estate investment services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial services, namely, credit repair and restoration; Mortgage banking services, namely, orig...

Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Providing educational mentoring services and programs in the field of entrepreneurship and business

Mortgage brokerage services and mortgage procurement services for others

Information Product

Business networking; Business networking of peer to peer learning groups of high net worth individuals; Business consultation services to assist non-profit organizations in planning, managing, and conducting fundraising activities via a global computer network; Advertising and business services, namely, securing airtime on all forms of media communications stations, systems, networks, and services for the purpose of promoting the goods and services of others; Advertising, marketing and promot...

Consulting services about education; Money coaching services; Entertainment services, namely, providing podcasts in the field of achieving financial freedom with passive income; Entertainment services, namely, providing video podcasts in the field of achieving financial freedom with passive income; Film and video production consulting services; Production of podcasts

Educational services, namely conducting seminars in the field of real estate, real estate investment, continuing education, and financial independence including distributing course materials in connection therewith

educational services, namely, arranging and conducting educational seminars, conferences, workshops and lectures relating to the subject matter of how to achieve financial growth and improvement

Education services, namely, providing online courses in the field of finance, personal finance, money management, budgeting and life information for teens; Education services, namely, providing on-line journals, namely, blogs featuring information regarding finance, personal finance, money management, budgeting and lifestyle information for teens; Education services, namely, Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field of finance...

Financial planning consultation, providing online information in the field of comprehensive wealth development and personal financial success

Conducting of workshops in the field of personal finance; Education services, namely, providing workshops and speaking engagements in the field of personal finance

Financial management and consulting, financial planning and consulting, and investment advisory services

Business management, consultation and planning and tax consulting and planning

Education services, namely, providing workshops, seminars, retreats, and conferences in the field of finance, and motivational and life skills, and distribution of training material in connection therewith

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Investment advice and management; investment of funds for others

Providing community educational programs designed to educate children and families on the root causes of financial inequality and the building blocks of intergenerational wealth, namely, educational programs in the nature of providing information on educational opportunities, financial planning, financial responsibility, college savings, loan, how to seek and obtain scholarships and grants, how to seek and sustain employment opportunities, and retirement planning

Pre-recorded DVD's, CD's, audio and video tapes, laser disks, interactive electronic books and downloadable electronic books all recorded on computer media and featuring information on organizational and professional development and management of commercial enterprises, business leadership, career success, financial achievement and opportunity enhancement for individuals; interactive computer game software and downloadable computer software for online learning featuring information on organiz...

Printed materials, namely, instructional, educational and teaching materials, magazines, newsletters, catalogues, workbooks and textbooks in the field of organizational and professional development and management of commercial enterprises, business leadership, career success, financial achievement and opportunity enhancement for individuals

Business consultation services, namely, providing business advice and information in the fields of executive coaching, team building, conflict management, organizational and professional development and management for commercial enterprises, career success, financial achievement and opportunity enhancement for individuals; conducting online trade show exhibition featuring coursework in the field of organizational and professional development and management of commercial enterprises, business ...

Educational services, namely, providing home study courses in the field of organizational and professional development and management of commercial enterprises, business leadership, career success, financial achievement and opportunity enhancement for individuals via television, radio, internet and telephone; arranging and conducting classes, seminars, conferences and training programs in the field of organizational and professional development and management of commercial enterprises, busine...

Downloadable podcasts featuring information, interviews, news and commentary on business

education services, namely, teaching of general wellness and health skills and practices for consumers

Procurement of mortgages for others; Consulting services in the field of procurement of mortgages for others

Matching borrowers with potential lenders in the field of consumer and mortgage lending