RIGHT 2

Owners

Goods & Services

Licensing of intellectual property for marketing, financing, and administering financial services, namely, financial literacy resources, financing arrangements and employee benefit plans and programs

Educational services, namely, providing on-line courses in the field of financial planning for retirement and employee benefits

Enterprise software in the nature of a database for non-transactional data and a search engine for database content

Financial services, namely, directly and indirectly providing investment advice, investment management, investment consultation and investment of funds for others, including private and public equity; underwriting and administration of employee benefit plans, and of plan financing arrangements, namely, individual retirement arrangements, deferred compensation, severance pay plans and programs, the foregoing underwriting and administration concerning insurance and finance