RETIREMENT ROADBLOCKS

Downloadable computer software platforms for promoting financial planning activities; Recorded computer application software for mobile phones, namely, software for equipping financial advisors with information and sales tools; Recorded computer application software for handheld computers and mobile devices, namely, software for accessing and using financial planning information, presentations, resources, and sales tools

Printed publications, namely, brochures, booklets, and teaching materials in the field of financial planning; Printed educational publications, namely, training manuals in the field of financial planning

Financial advice and consultancy services; Financial consultancy; Financial consultation in the field of long-term financial strategies; Financial retirement plan consulting services

Business training consultancy services; Business training in the field of financial services and sales regarding financial services