U.S. federal trademark · Serial No. 99824079
Educational services, namely, conducting classes, seminars, lectures, panel discussions, conferences, workshops in the field of financial and generational planning; Educational services, namely, conducting programs in the field of financial and generational planning; Business training in the field of financial and generational planning; Providing on-line non-downloadable articles in the field of financial and generational planning; Providing online non-downloadable publications in the nature of instructional materials in the field of financial and generational planning; Providing online non-downloadable e-books in the field of financial and generational planning
Providing financial information; Financial information and advisory services; Providing information in the field of financial planning; Financial portfolio management; Investment management; Family office investment management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.