97771612
Jan 27, 2023
Digital materials, namely, downloadable files featuring information about financial planning and investments; Downloadable printable educational materials in the field of financial planning and investments
Electrical and Scientific ApparatusPrinted brochures about financial planning and investments; Printed notebooks
Paper Goods and Printed MatterFinancial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment management
Insurance and FinancialEducation services, namely, providing live and on-line seminars, workshops, and non-downloadable webinars in the field of financial planning and investments; Providing a website featuring blogs and non-downloadable publications in the nature of articles and advice columns in the field(s) of financial planning and investments; Providing online newsletters in the field of financial planning and investments via e-mail; Providing non-downloadable videos in the field of financial planning and investments via a website
Education and Entertainment