U.S. federal trademark · Serial No. 87180149 · Reg. No. 5263889
Arranging and conducting educational seminars for businesses and their employees in the field of employee benefits, personal finances, retirement planning, insurance, financial planning, and investments
Accounts payable debiting services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Financial consultancy and insurance consultancy; Financial consulting and advising in the field of mergers and acquisitions; Financial forecasting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial asset management; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Fund investment consultation; Funds investment; Insurance consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment risk assessment services; Providing information in the field of employee financial benefit plans
Accounting consultation; Accounting services; Accounting for third parties; Accounts receivable billing services; Acquisition and merger consultation; Bookkeeping; Business consulting services in the field of corporate benefits; Business consulting services in the field of retirement plans; Business consulting services in the field of employee benefits; Business consulting and information services; Business consulting services in the field of executive compensation; Business consulting, management, planning and supervision; Business information and accounting advisory services; Business management consultancy as well as development of processes for the analysis and the implementation of strategy plans and management projects; Business management consulting; Business management consulting and advisory services; Business organization consulting; Business succession planning; Payroll administration and management services; Preparation of reports relating to finance and investments; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Business acquisition and merger consultation; Income tax consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.