SIMPLIVEST

Printed periodical publications, namely, brochures, booklets, pamphlets, hand-outs, brochures, newsletters, and journals in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation

Business management information

Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice and financial investment analysis

Educational services, namely, providing classes, seminars, conferences, and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation

Software as a service (SaaS) providing temporary use of online, interactive software for analyzing, managing, monitoring and creating reports for personal financial and investment accounts