88665409
Oct 23, 2019
Apr 5, 2022
Active Trademark
Financial analysis and consultation for companies, namely, financial wellness assessment of employees, customized action plans for employees, and employee financial guidance in furtherance of achieving financial independence; Behavioral financial analysis, namely, analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Providing a customizable website featuring advice and information in the field of financial analysis that allows employees to take a personalized financial assessment and receive an employee financial Action Plan; Providing a customized website featuring information and advice in the field of financial analysis that allows employers to receive an Executive Summary report of "Company Wellness" to formalize an education strategy for employees
Insurance and FinancialEducational services for companies, namely, conducting seminars and providing non-downloadable customized webinars for employees, group meetings and one-on-one financial meetings all in the field of financial wellness; Educational services, namely, conducting financial workshops in the field of financial strategies, retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing, and home savings plans; Educational services, namely, conducting educational programs and workshops in the field of behavioral financial analysis in the nature of analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Educational services, namely, conducting educational financial programs relating to corrective measures that employers can take to make their plans more effective for employees in the field of behavioral financial analysis; Educational services, namely, providing web-based educational programs and workshops in the field of financial guidance for retirement plans, saving plans, debt reduction plans, college planning, investment strategies, planning to buy a home and home savings plans, insurance plans
Education and Entertainment