XY PLANNING NETWORK

Owners

Goods & Services

Advertising services, namely, promoting and marketing the goods and services of others in the field of financial services via print and electronic media; Advertising and business services, namely, securing airtime on all forms of media communications stations, systems, networks, and services for the purpose of promoting the goods and services of others; Advertising and marketing services provided by means of indirect methods of marketing communications, namely, social media, search engine marketing, inquiry marketing, internet marketing, mobile marketing, blogging and other forms of passive, sharable or viral communications channels; Business management consulting; Business management consulting, strategic planning and business advisory services provided to financial service providers; On-line professional networking services; Preparation of reports relating to finance and investments; Professional business consulting; Professional credentialing verification services in the field of financial services consulting, namely, verifying the skills and knowledge of licensed professionals on behalf of others; Promoting public interest in education, recognition, career advancement, and leadership for elite managers and executives in corporations and professional service firms; Providing advertising, marketing and promotional services, namely, development of advertising campaigns for websites and online media; Providing on-line referrals in the field of financial services; Regulatory submission management, namely, assisting others in preparing and filing applications for financial advisor licenses with governmental regulatory bodies; Providing business information in the field of social media; Providing marketing consulting in the field of social media