INTELLISTEPS

Downloadable mobile application for creating personalized financial plans, for account aggregation, for providing access to financial articles and videos, for providing access to financial planners, and for providing access to financial challenges

Printed educational publications, namely, hand-outs in the field of financial planning

Financial planning services featuring consulting services in the field of employee benefit plans concerning insurance and finance

Education services, namely, conducting programs and providing non-downloadable webinars in the field of financial planning.