36 Financial Counseling Services, namely, helping others build a better working relationship with their money via group financial education and planning workshops; individual financial coaching sessions; and online financial education resources, planning tools, newsletters and blogs; Financial planning, namely, developing financial plans and creating personalized strategies for achieving financial independence; Providing information in the field of employee financial benefit plans, namely, performing market research and providing information and insights on employee financial education and wellness
Trademark: 88954159
