PROVENANCE

Owner

Goods & Services

charitable services namely, foundation services in the field of financial education

educational services, namely publishing course material and sponsoring courses, seminars, lectures and workshops in the field of financial education and related business and advisory services including the distribution of course materials and audio and video media in connection therewith; development and dissemination of educational materials in the field of financial education and related business and advisory services

printed forms for recording and communicating performance assessment data for use by students, schools, and partnering organizations; printed books, booklets, brochures, pamphlets, monographs, flowcharts, worksheets, workbooks, instructor's guides, and user's guides sold or otherwise distributed therewith in the field of financial planning and related business and advisory services

computer programs and manuals therefor for use in information and communication systems with financial planners, educational institutions, financial services professionals, allied organizations, non-profit organizations, for-profit organizations, partnering organizations and members of the public; prerecorded audio tapes, video tapes, computer discs and accompanying computer templates and notebooks sold as a unit featuring classes, courses, seminars, lectures and related educational presentations in the field of financial planning and related business and advisory services