Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of retirement plans; Financial consulting services, namely, expert analysis in finance; Financial planning for retirement; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice in the fields of retirement planning; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

Educational services in the nature of seminars, presentations, recorded videos, and workshops regarding personal finance and retirement