[ Digital Media, namely, DVDs and CDs featuring financial sales and marketing techniques ]

[ Printed instructional, educational, and teaching materials related to financial planning, namely, manuals, market reports, binders, books, and notebooks on professional strategies and tactics in the field of financial advisor practice management; Printed instructional, educational, and teaching materials on the subject of organizing and conducting seminars or meetings; Printed instructional, educational, and teaching materials for financial strategies, financial programs, and financial seminars; and Newsletters in the field of financial services ]

[ Consulting services for professionals, namely, business management consulting services for financial advisors and financial planners; consulting services for professionals, namely, business marketing consulting services for financial advisors and financial planners ]

[ Financial strategy services for financial professionals, namely, financial analysis and consultation in the field of retirement planning and estate planning ]

[ Financial strategy educational programs and seminars for financial professionals in the field of financial planning and strategies; educational programs and seminars for financial professionals, namely, seminars featuring professional financial investment planning strategies, techniques, and tactics for use by financial advisors and financial planners; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics; organizing and conducting seminars in the field of financial strategy programs; financial strategy programs and seminars for financial professionals; continuing education programs for financial professionals in the field of financial planning and strategies; and educational and training services in the field of business building systems for financial professionals, namely, conducting workshops and seminars in the field of business building systems for financial professionals ]

Providing on-line, non-downloadable, web-based software used to perform financial analysis and propose re-allocation of financial resources; Online, non-downloadable, software and database for generating customized presentation materials for use by financial professionals