SCHWAB REAL LIFE RETIREMENT

Electronic publications recorded on computer media and downloadable electronic publications, namely, booklets, leaflets, brochures, and pamphlets, in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management

Printed material pertaining to investment strategy, finance, financial planning, portfolio management, retirement planning, and money management, namely, booklets, leaflets, brochures, and pamphlets

Providing information and analysis in the fields of economics and business

Financial services, namely, retirement planning and investment consultation services; Providing a website containing financial and investment information; Banking services, namely, checking accounts; Providing an interactive online computer database in the fields of investing, finance, financial planning and financial investment strategy; Providing financial investment account and portfolio information and analysis by electronic means; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual finds, money market funds, commodities, futures, options, and indices of any of them; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Variable annuity services; Investment account information services; Financial planning services; Cash management account services; Fixed income investment services; Managed account services, namely, assisting clients in selecting investment strategies and allocating and managing investments within their financial investment accounts; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy; Providing portfolio management services and financial investment account information; Providing news, information, research, databases, and analysis in the fields of investing, finance and financial planning; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them, provided electronically and via global information networks; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy by online means; Providing a website featuring online portfolio management services and financial investment account information; Providing a website featuring news, information, research, databases, and analysis in the fields of investing, finance, and financial planning

Educational services, namely, conducting seminars and workshops in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Providing online publications, namely, booklets, leaflets, brochures and pamphlets in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Webcasts and online tutorials in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management

Providing online non-downloadable portfolio management tools; Providing a website featuring financial decision-making tools and investment research tools; Providing a website featuring online portfolio management tools; Providing a website featuring online financial decision-making tools and investment research tools