Tax planning and business corporate and organizational succession planning

FINANCIAL PLANNING

Financial consulting services, namely, active portfolio management and advisory services

Financial portfolio management; Management of securities portfolios; Investment advisory services

Tax and taxation planning, advice, information and consultancy services

Currency exchange services; Currency trading; Currency transfer services; Financial services, namely, providing a virtual currency for use by members of an on-line community via a global computer network; Financial services, namely, providing electronic transfer of a virtual currency for use by members of an on-line community via a global computer network; On-line real-time currency trading

telephone calling cards, not magnetically encoded

Busts of non-precious metal; Copper alloys; Fittings of metal for furniture; Furniture casters of metal; Furniture fittings of metal; Sculptures made of non-precious metal; Sculptures of metal; Statues of non-precious metal; Statues of non-precious metal of Buddha; Statues of non-precious metal of Jesus; Statues of non-precious metal of the Virgin Mary; Statuettes of common metal; Statuettes of non-precious metal; Tombac; Works of art of non-precious metal; Wrought iron decorative artwork

coins, namely, silver rounds for use as commercial or private currency

financial services, namely, gathering and compiling information from institutions with wealth management organizations and providing reports to help firms establish wealth management benchmarks

Financial services, namely, wealth management services

[ Computer software for use of wealth and affluence classification registry ]

Conducting of seminars in the field of real estate sales and investment; Education services, namely, mentoring in the field of real estate sales and investment; Education services, namely, providing live and on-line educational seminars, classes, training and coaching in the field of real estate sales and investment; Education services, namely, providing on-line classes, seminars, on-line instruction, workshops, coaching and mentoring in the field of real estate sales and investment; Educatio...

Software as a service (SAAS) services featuring software for financial planning

Providing financial asset management services

Investment and wealth management services

Newsletters, brochures, and magazines in the fields of securities, options, bonds and other financial instruments; Printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments

Business management; business administration; advertising services; clerical services

Financial services for retail and e-commerce businesses, namely, credit card transaction processing services

Education services, namely, providing live, online and pre-recorded video classes, seminars, workshops, tutoring and mentoring in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; publication of books, journals and other printed material in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; training in the use of software in the area of estate planning, estate settlement, t...

Providing legal docket management services for others; and licensing of computer software

Computer software in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; nondownloadable computer software featuring instruction in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing

Training courses in strategic planning relating to advertising, promotion, marketing and business