15 WEALTH

Downloadable audio and video recordings featuring personal financial information and financial wellness, literacy and education; Downloadable written articles in the field of articles, worksheets, and analyses in the field of personal financial information and financial wellness, literacy and education; downloadable printable presentations in the field of personal financial information and financial wellness, literacy and education

Providing consumer information in the field of professional financial and investment consultants via a website; Business administration services in the field of employee wellness in the nature of financial wellness programs for employers, financial institutions and state and local government agencies

Consulting services in the field of employee benefit plans concerning insurance and finance; Financial portfolio management; Financial services, namely, wealth management services; Insurance brokerage in the field of life insurance and annuities; Financial wealth management services; Providing information in the field of wealth management; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management for individuals, families, businesses, and charitable organizations; Financial management in the field of financial portfolios and investment advising; Capital investment services; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Private equity fund investment services; Real estate lending services; Financial management in the field of • Financial portfolio management services as it pertains to financial asset allocation strategies; Financial advisory and consultancy services, namely, financial portfolio management and financial portfolio analysis services; Financial portfolio analysis services; Financial advisory and consultancy services, namely, financial plan and strategy for use in connection with equity lines of credit; Financial advisory and consultancy services, namely, providing equity lines of credit; Providing financial information in the field of personal finance, financial wellness, and financial literacy via videos, articles and tools and other financial wellness resources; Providing financial information in the field of financial wellness, financial literacy and personal finance information services for employees of businesses, financial institutions and state and local government agencies

Education services, namely, providing seminars and workshops in the field of insurance and wealth management; Providing online non-downloadable tutorial e-books in the field of personal wealth; Personal coaching services in the field of wealth; Educational and entertainment services, namely, providing motivational speaking services in the field of personal wealth; Education services, namely, mentoring in the field of personal wealth; Educational services, namely, developing curriculum for others in the field of personal wealth; Providing a website featuring resources, namely, non-downloadable publications in the nature of articles and workbooks in the field of personal wealth; Educational services, namely, providing online instruction in the field of wealth management and financial investing via an online website; Professional coaching services in the field of wealth management and financial investing; Providing on-line courses of instruction in the field of wealth management and financial investing via a website; Providing on-line videos featuring wealth management and financial investing, not downloadable; Educational services, namely, conducting courses in the field of financial investment management, financial asset management, and financial portfolio management, and distributing and distribution of course and educational materials in connection therewith; Providing online non-downloadable videos in the field of financial information and financial wellness, literacy and education; Providing on-line non-downloadable articles in the field of personal financial information and financial wellness, literacy and education; Providing a web site featuring non-downloadable instructional videos in the field of personal finance and financial wellness, literacy and education; Providing a website featuring non-downloadable articles in the field of personal finance and financial wellness, literacy and education; Education services, namely, providing live and on-line online and non-downloadable videos, online non-downloadable articles and tools in the nature of non-downloadable photographs and images, non-downloadable audio recordings, non-downloadable video recordings, non-downloadable webinars and non-downloadable online tools in the field of personal finance, financial literacy, and financial wellness and distribution of educational materials in connection therewith

Software as a service (SAAS) services featuring software for financial planning and private wealth management; Software as a service (SAAS) services featuring software for estate planning; Software as a service (SAAS) services featuring software for investment advising services; Software as a service (SAAS) services featuring software for an online, non-downloadable dashboard for financial modeling and projections; Platform as a service (PAAS) featuring computer software platforms for proprietary on-line platform that provides investment advice through the recommendation of registered investment advisers and investment adviser groups