THE POWER OF A PLAN

Owners

Goods & Services

educational and instructional services, namely, arranging and conducting educational conferences and seminars in the field of financial and estate planning, investment and retirement planning, business owner planning and charitable planning; entertainment and educational services, namely, providing live motivational and educational speakers in the field of financial and estate planning, investment and retirement planning, business owner planning and charitable planning

prerecorded electronic media, namely, audio and video cassettes, CDs and DVDs all featuring information in the field of financial and estate planning, investment and retirement planning, business owner planning and charitable planning; downloadable electronic publications, namely, books, periodicals and newsletters in the field of financial and estate planning, investment and retirement planning, business owner planning and charitable planning

paper and printed matter, namely, a series of written articles in the field of financial and estate planning, investment and retirement planning, business owner planning and charitable planning for publication in booklets, manuals, newsletters and periodicals; printed educational, instructional and teaching materials in the field of financial and estate planning, investment and retirement planning, business owner planning and charitable planning; series of books and workbooks in the field of financial and estate planning, investment and retirement planning, business owner planning and charitable planning