U.S. federal trademark · Serial No. 86405599 · Reg. No. 5306879
educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers
retirement plan recordkeeping services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.