U.S. federal trademark · Serial No. 99757132
Organizing, hosting, and conducting live and virtual educational events in the fields of insurance, wealth management, financial planning, estate planning, wealth transfer, and planning considerations relevant to individuals and families experiencing major life events and financial transitions; Producing and distributing educational and informational content in the nature of written articles, podcasts, videos, and digital multimedia programs in the fields of insurance, wealth management, financial planning, estate planning, wealth transfer, and planning considerations relevant to individuals and families experiencing major life events and financial transitions; Providing non downloadable online educational and informational content in the nature of articles, podcasts, videos, and multimedia programs in the fields of insurance, wealth management, financial planning, estate planning, wealth transfer, and planning considerations relevant to individuals and families experiencing major life events and financial transitions; Continuing education services, namely, providing follow on educational programming and discussion sessions in connection with the foregoing events
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.