88760629
Jan 15, 2020
Printed books in the field of financial planning and investment advisory, estate planning, retirement planning, investment management, income planning, disability income planning, charitable contributions, employee benefits, social security, long term care and life insurance
Paper Goods and Printed MatterFinancial planning, namely, financial planning and investment advisory services, estate planning, retirement planning, investment management ; Financial planning, namely, income planning in the nature of the creation of strategies to provide for life-long retirement income; Financial planning, namely, disability income planning in the nature of the creation of strategies to provide for healthcare costs during retirement; Financial planning, namely, charitable contributions in the nature of the creation of strategies for generous and tax-efficient charitable contributions according to clients' desires; Financial planning, namely, employee benefits in the nature of providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Financial planning, namely, social security claims administration and consulting services rendered to individuals; Financial planning, namely, long term care and life insurance in the nature of the creation of strategies to provide for long term healthcare, asset growth and protection, and estate benefits from life insurance
Insurance and FinancialEducation services, namely, providing live and on-line classes, seminars, workshops and non-downloadable webinars in the field of financial planning and investment advisory, estate planning, retirement planning, investment management, income planning, disability income planning, charitable contributions, employee benefits, social security, long term care and life insurance
Education and Entertainment