U.S. federal trademark · Serial No. 97236546 · Reg. No. 6995515
Arranging and conducting of professional workshops in the field of entrepreneurship, financial literacy, personal and professional development, and motivation; Bookkeeping instruction; Business training in the field of tax planning and financial literacy; Educational services, namely, conducting programs, conferences, classes, and seminars in the field of wealth and income preservation and distribution of educational materials in connection therewith; On-line journals, namely, blogs featuring personal finance and financial literacy; Entertainment services, namely, providing podcasts in the field of financial literacy; Entertainment services, namely, providing video podcasts in the field of financial literacy
Estate planning; Financial advice; Financial advice, namely, budget planning; Financial consultancy; Financial consultancy and insurance consultancy; Financial management; Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial trust planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.