Platform as a service (PAAS) featuring computer software platforms for Personal finance and wealth management; Software as a Service (SaaS) for the deployment of embeddable conversational Artificial Intelligence (AI) technology; online financial advice, information, and financial product recommendations; providing interactive software to for cash management, budgeting and wealth management. Providing information in the field of personal finance in the metaverse and other virtual worlds

Investment advisory services, namely, providing managed investment portfolios consisting of exchange traded funds to investors with investable assets valued between $200,000 to $500,000

Financial services, namely, payment schedule restructuring and investment and asset transfer advisory services utilizing the installment sales method, all of which are offered exclusively for state lottery winners

mortgage loan services

Financial Planning, Insurance, Long Term Care, Eldercare, Money Management

Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Ballpoint pens; Fountain pen ink cartridges; Fountain pens; Ink pens; Pens

PRINTED PUBLICATIONS, NAMELY EDUCATIONAL MANUALS AND A QUARTERLY FINANCIAL NEWSLETTER

Entertainment services, namely, providing podcasts in the field of the application of biblical principles and Christian world-view values in investments, real estate and business to build the Kingdom of God and impact others; Educational services, namely, conducting conferences and seminars in the field of the application of biblical principles and Christian world-view values in investments, real estate and business to build the Kingdom of God and impact others; Providing a website featuring ...

Printed materials, namely, books, pamphlets and booklets in the field of the application of biblical principles and Christian world-view values in investments, real estate and business to build the Kingdom of God and impact others

Education services, namely, providing classes, seminars, workshops in the fields of financial literacy and planning; providing a website featuring nondownloadable videos, movies, pictures, images, photos, audio content in the field of financial planning and literacy via the Internet; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of financial planning and literacy

Magazine Pertaining to the Financial Affairs of Individuals and Others

printed materials, namely newsletters in the field of investment advice