97499914
Jul 12, 2022
Business development consulting services provided to credit unions; Consulting services provided to credit unions relating to business strategic planning services, development of marketing strategies and concepts, and market analysis services
Advertising and BusinessProviding financial advice, analysis, asset management, account management, consulting, planning, risk assessment, retirement planning, and investment services, all in the field of credit unions and to credit union members; Online personal financial planning services for credit union members; Providing a website that features information regarding financial analysis, account management, and tracking of financial goals for credit union members
Insurance and FinancialEducational services, namely, conducting classes, webinars, and seminars in the fields of financial literacy, retirement planning, enrollment in 401(k) plans, and taxes, and distribution of training material in connection therewith
Education and Entertainment