PLAN WITH CONFIDENCE

Owners

Goods & Services

Publications and printed matter, namely, newsletters, reports, guides, charts, worksheets, business forms, blank forms, printed forms, partially printed forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the investment, investment brokerage, asset management and financial fields

Downloadable electronic publications in the nature of newsletters, magazines, reports, guides, instructional materials, educational materials, bulletins, pamphlets, and booklets in the investment, investment brokerage, asset management and financial fields; computer software for use in analysis, education, account access, and account management in the investment, investment brokerage, asset management and financial fields; and computer software downloadable from the Internet for use in analysis, education, account access, and account management in the investment, investment brokerage, asset management and financial fields

Financial services, namely, mutual fund investment, investment brokerage, investment management, financial asset management, investment advice and consultation, financial research, banking, tax consultation, administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options, and financial planning in the field of retirement; and providing electronic services via a Website on the Internet in the investment and financial fields, namely, mutual fund investment, investment brokerage, investment management, financial asset management, investment advice and consultation, financial research, banking, tax consultation, administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options, financial planning in the field of retirement