Class [036]
Insurance & Financial Services

Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; fund investment services; providing financial information in the fields of financial retirement planning, financial retirement goals, retirement savings, and retirement investing; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, social media, telephone, in person, digitally, automated, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations