WHEN YOU NEED MORE

Tax preparation; Income tax preparation; Tax filing services; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Tax consulting services

Legal document preparation; Preparation of legal documents; Legal consulting services in the field of estate planning

Downloadable electronic publications in the nature of whitepapers, presentations, and informational material in the field of personal finance and wealth management

Printed newsletters in the field of finance and wealth management; Pens; Printed publications, namely, brochures, booklets, and teaching materials in the field of personal finance

Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management of employee pension plans; Providing information in the field of employee financial benefit plans; Financial management in the field of investment portfolios, retirement planning, tax optimization, and estate planning; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial consultancy; Financial advisory and consultancy services; Financial advice and consultancy services; Financial consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consultation; Financial consulting; Financial analysis and consultation; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial consulting services, namely, expert analysis in finance; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management; Public equity investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Estate trust planning; Providing information in the field of estate planning; Investment of funds for others in the fields of equities, fixed income, alternative investments; Financial analysis; Investment of funds; Trading of securities options; Trading of securities index futures; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Providing information in the field of financial stock and equity markets; Providing information in the field of finance; Commodity trading for others; Commodity investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Trading in securities

(Based on Use) Non-downloadable electronic publications in the nature of newsletters and blog posts in the field of personal finance (Based on Intent to Use) Providing a website featuring non-downloadable videos in the field of financial planning; Educational services, namely, conducting webinars and seminars in the fields of personal finance, employer benefits, retirement planning and distribution of training materials in connection therewith