SMART ADVISOR NETWORK

Owners

Goods & Services

Education services, namely, providing live and on-line classes, seminars, workshops, tutoring, and mentoring in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments; Providing educational demonstrations in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments; Educational services, namely, providing online instruction in the fields of finance, debt management, retirement plans, budget planning, tax preparation, and investments via an online website

Financial planning for retirement; Financial administration of retirement plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Debt management services; Debt management consultation; Debt settlement services; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Social security and Medicare claims administration and consulting services rendered to individuals