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Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning

Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith

Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs