INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION

Online publication of journals; Providing online non-downloadable journals in the field of investments and wealth management; Printed journals in the field of investments and wealth management

Charitable fundraising; Charitable foundation services, namely, providing financial support to financial professionals for obtaining financial certifications; Providing educational scholarships; "FOUNDATION"

Providing online non-downloadable electronic publications in the nature of journals in the field of investments and wealth management; Publication of journals; Printed publications, namely, journals in the field of investments and wealth management; "JOURNAL"

INSTITUTE

Association services, namely, promoting the interest of investment analysts and investment and wealth management professionals; | Education services, namely, training for certification via classes, seminars, conferences, workshops for investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, development and dissemination of printed educational materials of others in the field of wealth management; education services, namely, providing continuing professional education courses in the field of wealth management; educational services, namely, developing, arranging, and conducting conferences and programs providing information in the field of wealth management and distribution of course material in connection therewith;

Class 016: Printed publications in the nature of articles, essays and papers in the field of retirement-income planning and retirement-income management; Class 041: Providing an on-line publication in the nature of articles, essays and papers in the field of retirement-income planning and retirement-income management

Financial services, namely, investment, insurance, wealth management, and estate planning services

Educational services, namely, courses of instruction in the field of investments and wealth management and the distribution of educational materials in connection therewith

Financial services, namely, providing financial advice and financial consultation in the fields of retirement income planning and retirement income management; "ADVISOR"

Financial services, namely, providing financial advice and financial consultation in the fields of retirement income planning and retirement income management

"SOCIETY"

Class 035: Association services, namely, membership services promoting the interest of investment analysts and investment and wealth management professionals; Class 041: Education services, namely, training for certification via classes, seminars, conferences, workshops to investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, development and dissemination of printed educational materials in the field of wealth management; education services, namely, providing continuing professional education courses in the field of wealth management; educational services, namely, developing, arranging, and conducting conferences and programs providing information in the field of wealth management; education services, namely, distribution of educational materials in the field of wealth management; Class 042: Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of wealth management for the purpose of certification

Investment consulting services

"INVESTMENTS & WEALTH"

"RETIREMENT INCOME INDUSTRY ASSOCIATION"

"RETIREMENT MANAGEMENT ANALYST"

"THE RETIREMENT MANAGEMENT JOURNAL"

"INVESTMENT MANAGEMENT ANALYST"

"ASSOCIATION"

Association services, namely, promoting the interests of investment analysts and investment management professionals | Educational services, namely, providing classes, lectures, conferences, workshops, and courses of instruction in the field of investment counseling | Testing, analysis and evaluation of the services of others for the purpose of certification

Financial services, namely, financial consultation, and financial portfolio management

Class 200: Indicating membership in a(n) association of persons in the retirement income industry

Class 200: Indicating membership in a(n) association of persons in the retirement income industry

educational services, namely, providing on-line educational programs in the field of finance and investing; providing financial and investment information, news and analysis by means of the Internet; promoting investment in financial markets through the dissemination of financial and investment information and the education of investors

investing consulting services

certifying experienced professionals who provide consulting services in the field of investment management after the completion of certain educational and examination requirements

"INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION"