Addendum to A. G. Edwards & Sons, Inc., Coverdell education savings account (formerly Education IRA) disclosure statement part 2





2000 tax and financial planning tables

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005154503 / 2000-03-06
Date of Publication:
February 2, 2000
Date of Creation:
2000
Title:
2000 tax and financial planning tables.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards employee payroll stock purchase plan agreement

Copyrights records by A.G. Edwards & Sons, Inc.



Strategies to increase the benefits of gifting

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005154504 / 2000-03-06
Date of Publication:
December 1, 1999
Date of Creation:
1999
Title:
Strategies to increase the benefits of gifting.
Description:
7 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Financial planning strategies

Investing in energy companies

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005258477 / 2000-08-30
Date of Publication:
February 23, 2000
Date of Creation:
2000
Title:
Investing in energy companies.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A different perspective

Diversified stock income plan

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005258478 / 2000-08-30
Date of Publication:
July 11, 2000
Date of Creation:
2000
Title:
Diversified stock income plan.
Description:
8 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Certificates of deposit

Investing in consumer nondurables companies

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005258479 / 2000-08-30
Date of Publication:
April 14, 2000
Date of Creation:
2000
Title:
Investing in consumer nondurables companies.
Description:
1 v.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Certificates of deposit investor fact sheet

Fixed-rate capital securities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005258482 / 2000-08-30
Date of Publication:
June 16, 2000
Date of Creation:
2000
Title:
Fixed-rate capital securities.
Basis of Claim:
New Matter: revisions.
Previous Registration:
Prev. reg. 1997, TX 4-582-967.
Description:
16 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Business valuations ; knowing the value of your company

Equity-income managed account

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005258483 / 2000-08-30
Date of Publication:
May 3, 2000
Date of Creation:
2000
Title:
Equity-income managed account.
Basis of Claim:
New Matter: rev.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Direct deposit

Navigating your company's financial future

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005258484 / 2000-08-30
Date of Publication:
February 29, 2000
Date of Creation:
2000
Title:
Navigating your company's financial future.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Cash management services

Services for stock investors

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261201 / 2000-08-30
Date of Publication:
July 24, 2000
Date of Creation:
2000
Title:
Services for stock investors.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1995, TX 4-081-320.
Description:
12 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Transfer on death

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261202 / 2000-08-30
Date of Publication:
December 28, 1999
Date of Creation:
1999
Title:
Transfer on death : providing your heirs an alternative to probate.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1991, TX 3-176-575.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Business valuations for closely-held companies

Online account access

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261203 / 2000-08-30
Date of Publication:
March 28, 2000
Date of Creation:
2000
Title:
Online account access.
Basis of Claim:
New Matter: editorial revisions.
Previous Registration:
Prev. reg. 1998, TX 4-779-740.
Description:
12 p.
Number of similar titles:
1
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Connecticut residents

California School District bond financing with A. G. Edwards

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261211 / 2000-08-30
Date of Publication:
March 27, 2000
Date of Creation:
2000
Title:
California School District bond financing with A. G. Edwards.
Description:
7 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Performance planning and review, manager's guide

Further compensating your key executives using nonqualified deferred compensation

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261363 / 2000-08-30
Date of Publication:
February 7, 2000
Date of Creation:
2000
Title:
Further compensating your key executives using nonqualified deferred compensation.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards tax and financial planning tables

Portfolio review questionnaire

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261364 / 2000-08-30
Date of Publication:
April 24, 2000
Date of Creation:
2000
Title:
Portfolio review questionnaire.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Direct deposit

Real estate fee schedule

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261365 / 2000-08-30
Date of Publication:
May 8, 2000
Date of Creation:
2000
Title:
Real estate fee schedule.
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Asset allocation with mutual funds, variable annuities, and variable life insurance

Managing risk in uncertain markets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261366 / 2000-08-30
Date of Publication:
June 27, 2000
Date of Creation:
2000
Title:
Managing risk in uncertain markets.
Basis of Claim:
New Matter: revision.
Previous Registration:
Prev. reg. 1999, TX 5-064-087.
Description:
4 p.
Number of similar titles:
2
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards employee payroll stock purchase plan agreement

Over the past 20 years ...

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261367 / 2000-08-30
Date of Publication:
March 30, 2000
Date of Creation:
2000
Title:
Over the past 20 years ....
Description:
1 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: The foundation for asset allocation

The client choice program

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261368 / 2000-08-30
Date of Publication:
February 18, 2000
Date of Creation:
2000
Title:
The client choice program.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards Asset performance monitor

At the helm

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261372 / 2000-08-30
Date of Publication:
April 29, 2000
Date of Creation:
2000
Title:
At the helm.
Description:
2 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Important notice concerning your A. G. Edwards qualified plan prototype document

Cash investment alternatives

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261374 / 2000-08-30
Date of Publication:
March 24, 2000
Date of Creation:
2000
Title:
Cash investment alternatives.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A different perspective

Tax saver

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005261375 / 2000-08-30
Date of Publication:
October 29, 1999
Date of Creation:
1999
Title:
Tax saver : a special report from A. G. Edwards, year end 1999.
Basis of Claim:
New Matter: revision.
Previous Registration:
Prev. reg. 1998, TX 4-799-948.
Description:
12 p.
Variant title:
Tax saver : a special report from A. G. Edwards, year end 1999.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Social security

AGe Connect online account access and financial information service

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005297585 / 2000-10-30
Date of Publication:
August 15, 2000
Date of Creation:
2000
Title:
AGe Connect online account access and financial information service.
Description:
10 p.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Taking control of your financial future

Great Start Cafe

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005297587 / 2000-10-30
Date of Publication:
August 4, 2000
Date of Creation:
2000
Title:
Great Start Cafe : awards collection.
Description:
8 p.
Variant title:
Great Start Cafe : awards collection.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Planning your estate

Mutual fund research

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005300342 / 2000-10-30
Date of Publication:
August 28, 2000
Date of Creation:
2000
Title:
Mutual fund research.
Description:
Brochure.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: How do you know if you've chosen the right trustee?

Understanding private foundations

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005300572 / 2000-10-30
Date of Publication:
September 28, 2000
Date of Creation:
2000
Title:
Understanding private foundations.
Description:
Folder (5 p.)
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Estate planning checklist for ...

The value of a financial plan

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005300573 / 2000-10-30
Date of Publication:
August 10, 2000
Date of Creation:
2000
Title:
The value of a financial plan.
Description:
Folder (3 p.)
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: A.G. Edwards 30 TV CDs/tabletop approach

Timeless strategies for all markets

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005300574 / 2000-10-30
Date of Publication:
August 10, 2000
Date of Creation:
2000
Title:
Timeless strategies for all markets.
Description:
Folder (3 p.)
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: APM disclosure document

Enrollment & employee education programs

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005304729 / 2001-01-08
Date of Publication:
December 4, 2000
Date of Creation:
2000
Title:
Enrollment & employee education programs.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Managing your time and effort through PenTrust employee benefit services

Stock purchase plans

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005320080 / 2001-01-08
Date of Publication:
December 4, 2000
Date of Creation:
2000
Title:
Stock purchase plans.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Commonwealth Trust, meeting your financial and estate needs today and tomorrow

Retirement plan & employee benefit services

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005320082 / 2001-01-08
Date of Publication:
December 4, 2000
Date of Creation:
2000
Title:
Retirement plan & employee benefit services.
Description:
Folder.
Copyright Claimant:
A. G. Edwards & Sons, Inc.
Names:
A.G. Edwards & Sons, Inc. (850 documents)
example document: Certificates of deposit

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