Computer software; downloadable computer software; downloadable computer software for creating and managing financial and retirement plans and managing financial investments

Financial services; financial advice and consultancy services; financial administration of retirement plans; financial planning and investment advisory services; financial retirement plan consulting services; providing financial information and financial advice via a website; providing a website featuring news, blogs and non-downloadable publications in the nature of articles in the field of finance, financial planning, financial investments, the financial aspects of retirement and retirement plans

Education; education services, namely, providing non-downloadable webinars in the field of finance, financial planning, financial investments, the financial aspects of retirement, and retirement plans

(4) Computer services; platform as a service (PaaS) services; platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans and managing financial investments; platform as a service (PaaS) services featuring computer software platforms for hosting software for use by others for use in retirement plan advising and administration