Downloadable electronic publications; Downloadable electronic publications, reports, white papers, brochures, manuals, and presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; computer software; computer software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management

investment of funds, investment management, financial asset management, wealth management, financial risk assessment, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial and investment advisory, financial retirement planning, financial planning, financial and investment consultation, investment transactions and processing in the nature of investment fund transfer and transaction services and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fund raising services; estate planning, financial trust planning, and financial trust administration services

Educational services; providing workshops, classes, seminars, and conferences in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; online publications; developing, providing, and disseminating webcasts, webinars, podcasts, television programs, blogs, videos, and online publications in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans

Software as a service (SAAS) services; providing online, non-downloadable computer software; software as a service (SAAS) services and providing online, non-downloadable computer software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; installation, maintenance and updating of computer software; computer programming; software design and development; technical support services, namely, troubleshooting of computer software problems and troubleshooting of web and database applications; computer software consulting; computer and internet security services, namely, restricting unauthorized access to computer networks and websites, computer security consultancy, and internet security consultancy; data security services, namely, data security consultancy, design and development of electronic data security systems, and computer security threat analysis for protecting data; authentication, issuance and validation of digital certificates