TARGET-DATE BLUEPRINT

Financial services, namely, investment management, investment consultation and investment of funds for others; Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds and commingled trusts, and retirement accounts; investment brokerage and management services, financial asset management services, and investment consultation services for institutional investors; investment tracking and investment analysis services for others; providing financial news and information to institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, and retirement planning