THE SEVEN KEY AREAS

Owners

Goods & Services

Financial retirement plan consulting services; Financial administration of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Financial planning for retirement; 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; Individual retirement account services; Investment advice in the fields of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Investment consultation in the fields of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Investment management in the fields of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Conducting workshops and seminars in retirement planning; Education services, namely, providing workshops, lectures, classes, and seminars in the fields of retirement planning