Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith

'connect':24 'distribut':19 'educ':1 'field':9 'financi':11,13 'instruct':6 'materi':22 'name':3 'onlin':5 'plan':14,17 'provid':4 'retir':16 'servic':2 'therewith':25 'train':21 'well':12

Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs

'account':26,52 'administr':21,47 'connect':15,41 'creation':18,44 'download':36 'financi':23,49 'host':8 'invest':25,51 'manag':19,45 'name':7 'non':35 'non-download':34 'onlin':33 'other':13 'program':28,54 'provid':29 'saa':5 'servic':4,6 'softwar':1,9,37 'temporari':30 'use':11,31,39

Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning

'administr':7 'consult':4 'field':18 'financi':1,6,11,20,22 'inform':15 'name':13 'plan':3,10,23,26 'provid':14 'retir':2,9,25 'servic':5,12 'well':21

H HUMAN INTEREST

Owner

Goods & Services