Financial planning and financial management services; investment trust management services

financial and insurance products and services in the field of deferred compensation for select employees

Financial asset management; financial services, namely, wealth management services; financial planning, financial investment advice and financial advisory services all tailored to wealthy families; financial planning services; financial planning consultation

Business management and consultation in the field of family wealth, real estate property, personal property and investments

Financial information

Financial planning and investment advisory services; Insurance consultation; Insurance information; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services

Financial planning and investment advisory services; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial services, namely, life insurance settlement services

Education services, namely, providing on-line financial and career coaching services in the field of financial mindset, historical financial trauma, financial growth and behaviors; Educational services, namely, providing educational classes, seminars, workshops, and training services, financial coaching, public and in-company keynote presentations for individuals, groups, businesses and families in the fields of financial mindset, historical financial trauma, financial growth, mindset, and be...

Coaching in the field of mindset growth and wealth esteem; Business education and training services, namely, developing customized in-company leadership and executive development programs, providing executive coaching services, and providing public and in-company keynote presentations to business leaders; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education...

Hats; Pants; Shirts; Shorts; Socks

Marketing consulting; Influencer marketing services

Financial advice

newsletter in the fields of personal and household investment and finance

Wealth Excellence Advisors provides investment advice

Financial planning, namely, creating personalized strategies for wealth building

Investment advisory services; Investment management; Mutual fund advisory services; Mutual fund brokerage

Books and instructional materials in the field of personal risk management and insurance planning, and processes, strategies, methodologies and information relating thereto

Providing information in the field of wealth management

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning

Educational services, namely, conducting public seminars, webinars, web conferencing, personal one-on-on coaching, and group workshops in the field of accelerating cash flow, wealth building design, and distribution of course materials in connection therewith

advertising, marketing, and promoting the brands of others and providing demand creation and lead generation activities and services, in order to generate customers in the field of tax, estate, asset protection, and wealth strategy services; the bringing together, for the benefit of others, of a variety of services to enable customers to conveniently view and purchase those services in the fields of tax, estate, asset protection, and wealth strategy services

financial planning services

Promoting the sale of electronic signaling products through the administration of incentive award programs; conducting distributorship incentive award programs to promote sales of electronic signaling products

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

INVESTMENT ADVISORY SERVICES IN THE FIELD OF LAND BANKING PROGRAMS

Strategic financial advisory services

Financial services, namely, wealth management services

Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Financial services, namely, wealth management services; Social security and Medicare claims administration and consulting services rendered to individuals

Arranging and conducting business seminars in the field of wealth building strategies and financial literacy; arranging of seminars; arranging, conducting and organization of seminars; coaching in the field of wealth building strategies and financial literacy; conducting workshops and seminars in personal awareness; conducting workshops and seminars in self awareness; conducting workshops and seminars in wealth building strategies and financial literacy; education services, namely, providing ...

Footwear; Hats; Leggings; Lingerie; Pants; Shirts; Shoes; Skirts; Sweatshirts; Underwear; Athletic footwear; Athletic jackets; Athletic shoes; Baby bottoms; Baby tops; Baseball caps and hats; Bottoms as clothing; Clothing, namely, crops; Crop tops; Flip-flops for use as footwear; Flip flops; Graphic T-shirts; Hats for infants, babies, toddlers and children; Hooded sweat shirts; Hooded sweatshirts; Jackets; Long-sleeved shirts; Shirts and short-sleeved shirts; Shirts for infants, babies, toddl...

Software as a service (SAAS) services featuring software for trust and wealth management accounting, investment portfolio management, investment performance measurement, trust and wealth management workflows, and end-client reporting on investment and trust accounts

Financial services, namely, an integrated service that combines a visa card, checking account and bank deposits

financial services, namely, an integrated service that combines a visa card, checking account and bank deposits

Financial planning and investment advisory services

Financial advice; Financial consulting; Financial planning

Financial planning for retirement

Advice on finance during retirement; Estate planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Financial advice; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial...

Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial investment brokerage services; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Strategic financial advisory services

Educational services, namely, providing online information, newsletters, teleconferences, ebooks, books, subscription series and undergraduate and graduate level courses in the fields of medical, business, legal, and financial education for health care professionals

business networking

Downloadable electronic publications, namely, articles, magazines and newsletters on topics of interest to business leaders comprised of entrepreneurs, corporate professionals and technology innovators featuring an exclusive group of business leaders comprised of entrepreneurs, corporate professionals and technology innovators and downloadable video recordings featuring an exclusive group of business leaders compromised of entrepreneurs, corporate professionals and technology innovators for m...

Magazine column on topics of interest to business leaders comprised of entrepreneurs, corporate professionals and technology innovators featuring a group of business leaders comprised of entrepreneurs, corporate professionals and technology innovators

Clothing, namely, T-shirts

Education services, namely, conducting classes and seminars in the field of health, fitness, diet, wellness, and lifestyle instruction; training services in the field of health, fitness, diet, wellness and lifestyle instruction; organizing community events and activities, namely, fitness and weight loss contests

Financial advice and consultancy services

Arranging and conducting business seminars in the field of financial planning, including comprehensive financial planning process, risk management, retirement planning, estate planning, capital preservation, investment management, asset protection, education planning

Comic books

Shirts and short-sleeved shirts; Athletic shirts; Polo shirts; T-shirts; Tee shirts; Tee-shirts

Providing financial information

Providing financial information