99431094
Oct 7, 2025
Printed non-fiction publications and reference materials featuring information in the fields of financial investments, financial planning, and wealth management, namely, books, written articles, calculations, charts and guidelines
Paper Goods and Printed MatterFinancial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals
Insurance and FinancialEducational services, namely, providing online and in person seminars, downloadable and non-downloadable online podcasts, and downloadable and non-downloadable videos in the fields of financial investments, financial planning, and wealth management; entertainment services, namely, providing an ongoing audio series in the fields of financial investments, financial planning, and wealth management; Educational services, namely publishing online articles, survey results and papers in the fields of financial investments, financial planning, and wealth management
Education and Entertainment