U.S. federal trademark · Serial No. 98111601 · Reg. No. 8137928
Financial planning advice relating to investments and wealth management for retirement plans, legacy planning and wealth education; Financial services, namely, financial planning and providing financial consultation concerning generational wealth transfer, stock option strategies, portfolio management, and sustainable and responsible investing
Education services, namely, providing live and online workshops, classes, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios and distribution of course materials in connection therewith in printed or electronic format; Providing education courses and training via modules in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios offered through online, non-downloadable videos and live consultations; Education services, namely, mentoring in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios; Educational services, namely, providing educational speakers in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios; Educational and entertainment services, namely, providing motivational and educational speakers in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.