U.S. federal trademark · Serial No. 98248083 · Reg. No. 7986536
Investment advice in the field of retirement; Investment consultation in the field of retirement; Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; Financial planning for retirement; Providing financial services, namely, providing a holistic approach to retirement planning by evaluating a client's needs, investigating potential solutions, and implementing a customized financial plan; Financial retirement plan consulting services; Financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning; Providing a retirement financial evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; Financial consulting services in the field of life insurance; Insurance consulting in the field of life insurance; Providing a website featuring educational information in the fields of financial wellness, financial planning, and retirement planning; Providing a website featuring a blog and articles in the fields of financial wellness, financial planning, and retirement planning
Educational services, namely, providing online and in-person instruction in the field of retirement planning; Educational services, namely, providing online and in-person instruction in the fields of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith; Educational services, namely, conducting workshops, seminars, webinars, classes and courses of instruction in the field of financial literary, personal finance management, investment counseling, and retirement planning; Providing a website featuring online training programs in the fields of financial wellness, financial planning, and retirement planning; Educational and entertainment services, namely, providing podcasts and online non-downloadable videos in the fields of financial and retirement planning; Educational and entertainment services, namely, providing blogs and articles via a website in the fields of financial and retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.