EF

Owners

Goods & Services

Entertainment services in the nature of an ongoing program in the field of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; educational services, namely, conducting online classes, seminars, conferences, and workshops in the field of business, finance, investment, money management, and financial planning; online electronic newsletters delivered by email in the field of personal finance and financial planning; providing online non-downloadable newsletters in the field of business, finance, investment, and money management

Downloadable newsletters in the field of business, finance, investment, and money management

Financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the field of finance, business, money management, financial planning, and financial investments; financial services, namely, financial and retirement planning and guidance, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial services offered via a global computer network, namely, financial planning, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial planning services; financial investment for others in the fields of securities, mutual funds; financial retirement trust management services; asset administration; financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary services

Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports regarding financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments; notepads; pens

Interactive computer on-line services offered via a global computer network in the nature of an interactive website featuring technology that allows users to schedule a call with a financial advisor, upload and download documents, and manage investments in the fields of financial and retirement planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments