SHAPE FRAMEWORK

Owner

Goods & Services

Educational services, namely, providing online instruction in the field of retirement and financial life planning; Educational services, namely, providing on-line assessment tools, training programs and coursework in the field of retirement and life financial planning; Education services, namely, providing non-downloadable webinars in the field of retirement and financial planning

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, life planning using proprietary methodology; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial information via a website; Providing information in the field of finance via a website; Providing financial advice via a website

Downloadable printable educational materials in the field of retirement and financial planning; Downloadable educational course materials in the field of retirement planning and assessment of retirement goals; Downloadable educational materials, namely, printable coursework, surveys, and resources in the field of financial planning and retirement goals assessments