Downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; downloadable mobile application software for investment services

Providing employee assistance programs, namely, referral services to assist employees with personal and work-related problems, namely, legal, financial, health and family issues; providing a website featuring information about commercial financial transaction data, account management, financial reporting, accounting features and related reference information; consulting in the field of employee benefit plans and business administration of employee benefit plans, namely, administrating employee dependent care accounts, cafeteria plans, flexible spending accounts, and health reimbursement accounts, namely, of The United Methodist Church and organizations related to the United Methodist Church

Financial services, namely, management and administration of employee health insurance plans and welfare benefit plans, employee pension plans and retirement plans; financial and investment services, namely, asset acquisition, consultation, development and investment management services; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Charitable fundraising services; administration of pre-paid health care plans; insurance consultation and brokerage in the field of supplemental health insurance for others; Insurance consulting in the field of disability, income replacement, life, health, and liability insurance; providing an interactive website featuring information about online financial investment advisory services, financial news, and financial transaction capability; Consulting in the field of employee benefit plans and administration of employee benefit plans, namely, of The United Methodist Church and organizations related to the United Methodist Church

Arranging and conducting educational conferences in the field of health and wellness; providing an interactive website featuring information on exercise and fitness; educational services, namely, providing online seminars and workshops in the field of health and wellness coaching

Medical screening; health screening services in the field of health risk assessment of general mental and physical health; consulting services in the field of nutrition, mental health and wellness; emotional health counseling