PLANMEMBER

Financial planning services; financial retirement planning services; financial and investment consulting, and management; investment brokerage services; financial investment brokerage services; funds investment services; financial services, namely mutual fund brokerage, mutual fund distribution and mutual fund investment; Financial administration, management, brokerage and consulting services in the field of mutual fund investment plans; Online financial planning services; online financial retirement planning services; and online financial and investment consulting, and management; investment brokerage services; financial investment brokerage services

Educational services, namely, providing training and seminars to financial advisors related to building a fee based business in the field of investments and retirement planning and distributing course materials in written and computerized form in connection therewith