TETRIA

Owner

Goods & Services

Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for creating, deploying, and managing software platforms; Testing of computer software for user acceptance and performance evaluation during beta testing of software for financial advisors; Consulting services in the field of software implementation for others

Personal coaching services in the field of financial advisory firm management; Leadership development training in the field of financial planning industry; Educational services, namely, conducting live online webinars in the field of financial planning practice management; Educational services, namely, providing workshops and seminars in the fields of financial planning practice management; Providing keynote presentations in the field of financial planning practice management; Educational services, namely, providing online instruction in the field of use and implementation of computer software for advisors via an online website; Providing a web site featuring non-downloadable instructional videos in the field of use and implementation of computer software for advisors; Educational services, namely, providing continuing professional education courses in the field of use and implementation of computer software for advisors offered through online, non-downloadable videos and instructor assistance; Providing on-line videos featuring instruction in the use and implementation of computer software for advisors, not downloadable; Providing education courses in the field of computer software for advisors offered through online, non-downloadable videos and instructor assistance

Business strategic planning services; Business management consulting and advisory services; Business consulting, management, and planning services in the field of financial planning practice management; Business management consulting services in the field of financial planning practice management; Business consultation in the field of business leadership development; Business management consulting in the field of team development; Business networking; On-line business networking services

Providing information in the field of financial planning for financial planning professionals