U.S. federal trademark · Serial No. 98506861 · Reg. No. 8233650
Educational services, namely, conducting seminars, training services, testing services, in-person and internet-based classroom training for certification of professionals, all in the field of business succession, planning pertaining specifically to personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics, family governance and distributing course materials in connection therewith
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