| RETIREMENT DISTRIBUTION SPECIALIST Hewitt Alan E
78660390 29 Jun 2005 | on 19 Aug 2006 | G and S-- Financial planning services primarily in the implementation ... Class 036 Class 036 Insurance & Financial Services G and S-- Financial planning services primarily in the implementation of strategies and techniques for income and estate tax efficient distribution of retirement plan assets, income planning and comprehensive financial planning, and communicating such strategies and techniques to clients; and providing counseling and guidance to owners of pension plan assets, 401(k) assets, 403(b) assets, 457 plan assets and Individual Retirement Accounts in respect of strategies and techniques for income and estate tax efficient distribution of retirement plan assets, and in planning for such distribution | | | COMPREHENSIVE WEALTH MANAGEMENT Hewitt Alan E
78652693 17 Jun 2005 | on 16 Aug 2006 | Investment, Insurance and Estate Consultation, Management and Planning... Class 036 Class 036 Insurance & Financial Services Investment, Insurance and Estate Consultation, Management and Planning; Investment management, Insurance and Estate planning, Tax Planning and preparation ,Retirement planning, Financial Planning and Wealth management | |