LIFETURNS

Owner

Goods & Services

Entertainment services, namely, providing podcasts in the field of life transitions and life decisions, widowhood, caregiving for aging parents, inheritance, divorce, and financial planning; Providing a website featuring non-downloadable videos in the field of life transitions and life decisions, widowhood, caregiving for aging parents, inheritance, divorce, and financial planning; Providing online non-downloadable news articles in the field of life transitions and life decisions, widowhood, caregiving for aging parents, inheritance, divorce, and financial planning; Providing a website featuring blogs and non-downloadable publications in the nature of articles, checklists, worksheets, frameworks and assessment summaries in the field(s) of life transitions and life decisions, widowhood, caregiving for aging parents, inheritance, divorce, and financial planning

Software as a service (SAAS) services featuring software for connecting clients with financial advisors, accountants, attorneys and other professionals; conducting assessments and generating personalized recommendations and action plans in the field of major life transitions and financial readiness; storing, organizing and securely sharing personal financial, legal, medical and insurance documents; and enabling financial advisors to monitor client engagement, readiness and status; Computer services, namely, creating an on-line community for registered users to participate in discussions, get feedback from their peers, form virtual communities, and engage in social networking relating to life transitions and life decisions; Electronic data storage; Electronic storage of files and documents

Financial planning; Providing information in the field of financial planning; Financial consultation; Providing financial information via a web site; Providing information in the field of estate planning; Providing information in the field of personal finance via a website; Providing information in the field of wealth management

On-line business directories featuring financial advisors and related professionals; Promoting the goods and services of others; General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members; Compiling and analyzing statistics, data and other sources of information for business purposes; Market research and business analyses; Advertising and promotional services

Downloadable electronic publications in the nature of articles, checklists, worksheets, guides, frameworks, and assessment summaries in the field of life transitions and life decisions, widowhood, caregiving for aging parents, inheritance, divorce, and financial planning; Downloadable software for accessing assessments, managing personal documents, and connecting with financial advisors and family members in the field of life transitions