educational services in the field of financial and retirement planning, namely, conducting seminars and classes regarding employer-sponsored contribution plans, but specifically excluding educational services relating to life insurance, health insurance and annuities

'annuiti':34 'class':15 'conduct':12 'contribut':20 'educ':1,25 'employ':18 'employer-sponsor':17 'exclud':24 'field':5 'financi':7 'health':31 'insur':30,32 'life':29 'name':11 'plan':10,21 'regard':16 'relat':27 'retir':9 'seminar':13 'servic':2,26 'specif':23 'sponsor':19

Providing personalized information in the field of financial and retirement planning, namely providing personalized information about employer-sponsored contribution plans, but specifically excluding the provisions of personalized information about life insurance, health insurance and annuities

'annuiti':36 'contribut':20 'employ':18 'employer-sponsor':17 'exclud':24 'field':6 'financi':8 'health':33 'inform':3,15,29 'insur':32,34 'life':31 'name':12 'person':2,14,28 'plan':11,21 'provid':1,13 'provis':26 'retir':10 'specif':23 'sponsor':19

SIGNATURE

Owners

Goods & Services