Downloadable computer software, namely, for accessing and managing customized databases of information in the fields of retirement, retirement planning, retirements plans, retirement contributions and required minimum distributions | Business consulting and administration services for others on employee benefits concerning fiduciary obligations, flex accounts and health benefits, not involving insurance and finance | Consulting and brokerage services for others in the fields of employee benefits concerning insurance and finance, estate planning, insurance and annuities investment; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of financial compensation and financial and insurance benefit plans, health care and welfare plans covering insurance and finance, and qualified and non-qualified financial retirement plans; Financial consulting and administration for others of retirement plans, insurance flex accounts, compensation and health plans; retirement plan trustee services; retirement plan financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes | Educational services, namely, providing a website featuring on-line non-downloadable videos, webinars and on-line non-downloadable articles, all in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans | Software as a service, namely, software online for customized database management of information on retirement, retirement planning, retirement plans, retirement contributions, other retirement income
Class 035: Shareholder benefit plan record-keeping services for others; Class 036: Consulting and brokerage services for others in the fields of employee benefits, estate planning, insurance, and annuities; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of financial compensation and benefits plans, health care and welfare plans covering insurance and finance, and qualified and non-qualified financial retirement plans
