Computer application software for mobile phones, portable media players, handheld computers, and personal computers, namely, software for use in database management, use in electronic storage of data, and use as a spreadsheet; Computer software that provides instruction and household financial calculators for achieving personal financial literacy and enables social media forums and functions, for use in the areas of financial planning [ and investment advisory services; tax preparation software;] Computer software for use in database management, use as a spreadsheet, and word processing, in the fields of budget management, [ investment advisory services ] and financial planning; Computer software for use as a spreadsheet, and word processing, in the fields of budget management, [ investment advisory services] and financial planning [ that may be downloaded from a global computer network;] Database management software for financial planning and investment management [; Downloadable] computer software for use as a spreadsheet, and word processing, in the fields of budget management,[investment advisory servicesand financial planning; Downloadable software in the nature of a mobile application for use in database management, for use as a spreadsheet, and for word processing, in the fields of budget management, investment advisory services and financial planning; Educational software featuring instruction in budget management; Electronic publications, namely, electronic books, booklets, magazines, and manuals featuring information on budget management, investment advisory services and financial planning, recorded on computer media; Tax management data collection software; Tax management software]

A series of books and written articles in the field of financial planning and investment advisory services; A series of books, written articles, handouts and worksheets in the field of financial planning and investment advisory services; Books in the field of financial planning and investment advisory services; Catalogs in the field of financial planning and investment advisory services; Educational kits sold as a unit in the field of financial planning and investment advisory services consisting primarily of educational books, flash cards and worksheets, and also including DVDs; Pamphlets in the field of financial planning and investment advisory services; Printed guides for financial planning and investment advisory services; Printed materials, namely, written articles in the field of financial planning and investment advisory services

[Advice relating to investments; Financial advice; Financial advice and consultancy services;] Financial advice, namely, budget planning; [ Financial advisory and consultancy services, namely,] financial planning [and investment advisory services;] providing advice, namely, counseling third parties in respect of their cash flow and importance of maintaining cash flow and tools in the nature of a website featuring informational, non-downloadable photographic, audio, and video presentations in the field of maintaining cash flow and importance of maintaining cash flow and cash flow goal setting; [Financial consultation; Financial planning; Financial planning and investment advisory services; Financial planning consultation;] Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing on-line information in the field of financial planning [ and investment advisory services; Financial trust planning; Investment advice;] On-line financial planning services; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing a web site featuring personal financial information [ and financial advice;] Providing a website featuring nondownloadable videos in the field of financial planning; Providing information [ and advice] in the field of finance, [financial investments, financial valuations,] and the financial aspects of retirement