ZINNIA WEALTH MANAGEMENT

Owner

Goods & Services

Downloadable publications and e-books in the field of financial and retirement planning for individual consumers

Education and entertainment services provided via a website, blog, social media, non-downloadable publications, radio, and podcast, namely, providing classes in the field of financial and retirement planning directed to individual consumers; Production and distribution of an ongoing radio show and podcast in the field of financial and retirement planning directed to individual consumers; Arranging and conducting of seminars and workshops in the field of financial and retirement planning directed to individual consumers; all the foregoing excluding the field of software products or services

annuity sales promotion for individual consumers; sales promotion of insurance for individual consumers in the fields life insurance policies and annuity contracts for others

Financial services, namely, wealth management services for individual consumers; financial retirement plan consulting services for individual consumers; financial risk management and consultation services for individual consumers; Annuity consulting for individual consumers; Estate planning for individual consumers; Long term care planning, namely, long term care financial planning for individual consumers; Financial planning for individual consumers; Financial planning for retirement for individual consumers; Insurance consultancy in the fields life insurance policies and annuity contracts for others namely, for individual consumers; Investment advisory services for individual consumers; Investment management and account administration for individual consumers; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, all the foregoing for individual consumers; Providing information and advice in the field of finance, financial investments, insurance, annuities, and the financial aspects of retirement, all the foregoing for individual consumers; Providing financial information via a website for use by and directed to individual consumers and excluding the provision of software products or services