Mark Identification

PLANNINGWORX

Serial Number

76167333

Filing Date

Nov 16, 2000

Trademark by

MONEY EXPERTS INC.

Classification Information

SOFTWARE FOR USE BY FINANCIAL SERVICES ADVISORS, FINANCIAL SERVICES FIRMS, ORGANIZATIONS AND INDIVIDUAL CONSUMERS FOR RETIREMENT PLANNING IN THE PREPARATION OF FINANCIAL PLANS ADDRESSING LONG TERM STRATEGIES, INCOME PROJECTIONS AND CALCULATIONS OF THE PROBABILITY OF RETIREMENT PORTFOLIOS ENDURING THROUGHOUT RETIREMENT BASED ON ACTUAL HISTORICAL STOCK MARKET AND INFLATION DATA

Electrical and Scientific Apparatus

FINANCIAL SERVICES SOLUTIONS, NAMELY FINANCIAL MANAGEMENT AND FINANCIAL PLANNING SERVICES OFFERED VIA A GLOBAL COMPUTER NETWORK

Insurance and Financial