RETIREMENT INDUSTRY DISRUPTOR

Owners

Goods & Services

Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of retirement saving and planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of newsletters, guides and articles in the field of retirement saving and planning; Education services, namely, providing non-downloadable webinars in the field of retirement saving and planning; Entertainment services, namely, providing podcasts in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning via e-mail

Software as a service (SAAS) services, namely, hosting software for use by others for the creation, management and administration of financial and investment accounts and programs; Providing temporary use of on-line non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of on-line non-downloadable software and applications for managing clients and data in financial services industry; Software as a service (SAAS) services, namely, hosting software for use by others for managing clients and data in financial services industry

Conducting employee incentive award programs to promote employee participation in financial retirement plans

Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Individual retirement account services; Investment consultation in the fields of financial wellness, financial planning, and retirement planning; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services