MANAGED ADVICE Trademark

Financial services, namely, financial planning services for retirement, financial retirement plan consulting and advisory services; investment advisory services; investment advice; investment management services; financial administration of retirement and pension plans, defined contribution plans, defined employee benefit plans concerning insurance and finance, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing individuals, retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and financial 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; financial management in the field of investment portfolios, namely, financial asset allocation; financial management in the field of investment portfolios, namely, providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to organizations in the nature of corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations