Education services, namely, conducting programs and providing non-downloadable webinars in the field of financial planning.

'conduct':4 'download':10 'educ':1 'field':14 'financi':16 'name':3 'non':9 'non-download':8 'plan':17 'program':5 'provid':7 'servic':2 'webinar':11

Printed educational publications, namely, hand-outs in the field of financial planning

'educ':2 'field':10 'financi':12 'hand':6 'hand-out':5 'name':4 'out':7 'plan':13 'print':1 'public':3

Financial planning services featuring consulting services in the field of employee benefit plans concerning insurance and finance

'benefit':12 'concern':14 'consult':5 'employe':11 'featur':4 'field':9 'financ':17 'financi':1 'insur':15 'plan':2,13 'servic':3,6

Downloadable mobile application for creating personalized financial plans, for account aggregation, for providing access to financial articles and videos, for providing access to financial planners, and for providing access to financial challenges

'access':14,22,29 'account':10 'aggreg':11 'applic':3 'articl':17 'challeng':32 'creat':5 'download':1 'financi':7,16,24,31 'mobil':2 'person':6 'plan':8 'planner':25 'provid':13,21,28 'video':19

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