RETIRE READY INDEX

Owners

Goods & Services

Providing downloadable electronic publications in the nature of a series of newsletters, studies, reports, and commentaries in the field of financial and retirement planning

Providing online financial and retirement planning tools, namely, the temporary use of an interactive, non-downloadable online software tool for use in the fields of financial planning and retirement planning, namely, for calculation of retirement readiness

Financial services, namely, financial planning analysis, strategy and consultation services; financial retirement planning, analysis, strategy and consultation services; financial planning and financial retirement planning consulting services; providing a web site that features financial information, formulae, statistics, surveys, and strategies that pertain to calculating financial retirement readiness; providing a website that assists financial professionals in the field of financial and retirement planning for others, namely, calculating the retirement readiness of individuals and retirement plan participants, and managing individual financial retirement accounts and financial retirement plans; providing a website that assists individuals in the field of personal financial planning, namely, calculating their retirement readiness and developing strategies to increase retirement readiness; providing financial information in the field of financial planning and financial retirement planning

Printed periodical publications, namely, series of newsletters, studies, reports, and commentaries in the field of financial and retirement planning

Providing online publications in the nature of a series of newsletters, studies, reports, and commentaries in the field of financial and retirement planning; education services, namely, providing classes, seminars, conferences, lectures, symposiums, webinars and workshops in the field of financial and retirement planning