Investment management; investment advice; financial risk management; financial management consultation; financial consultation; providing financial management information; providing financial information; financial research; financial investment data analysis; funds investment; providing financial information in the field of investment opportunities and financial analysis; providing an interactive website and on-line computer database in the fields of financial management, investment management, asset allocation, personalized financial planning, retirement planning, and converting retirement savings into income; financial planning for retirement; individual retirement account services, namely, design of individual retirement plans for others, financial administration of individual retirement plans, and financial advisory and consultancy services regarding individual retirement plans; providing financial information and financial consultation in the field of designing retirement plans for others and retirement planning; providing personalized financial information in the field of financial planning and retirement

Educational services, namely, providing live and online classes workshops, seminars and conferences in the fields of financial management, investment management, asset allocation, personalized financial planning, retirement planning, and converting retirement savings into income; arranging and conducting live and on-line seminars and educational conferences in the fields of financial management, investment management, asset allocation, personalized financial planning, retirement planning, and converting retirement savings into income; educational services, namely, development and dissemination of printed and on-line educational materials not being software in the fields of financial management, investment management, asset allocation, personalized financial planning, retirement planning, and converting retirement savings into income; providing online, non-downloadable electronic publications in the nature of newsletters, presentations, and educational reports, guides, charts, worksheets, forms, bulletins, pamphlets and booklets, in the fields of financial management, investment management, asset allocation, personalized financial planning, retirement planning, and converting retirement savings into income

Providing temporary use of on-line non-downloadable computer software for use by others to enable users to perform financial management, investment management, asset allocation, personalized financial planning, retirement planning, and conversion of retirement savings into income; Providing temporary use of on-line non-downloadable computer software featuring electronic publications in the nature of newsletters, instructional materials, educational materials, and presentations in the fields of financial management, investment management, asset allocation, personalized financial planning, retirement planning, and converting retirement savings into income