U.S. federal trademark · Serial No. 88689266 · Reg. No. 6603539
Educational services, namely, providing educational conferences and seminars in the field of estate planning, finance, insurance and wealth management; entertainment services, namely, providing live speaking presentations in the field of estate planning, finance, insurance and wealth management; entertainment services, namely, providing webcasts in the field of estate planning, finance, insurance and wealth management
Paper and printed matter, namely, a series of written articles and newsletters in the field of estate planning, finance, insurance and wealth management; printed educational, instructional and teaching materials in the field of estate planning, finance, insurance and wealth management; series of books and workbooks in the field of estate planning, finance, insurance and wealth management
Business services, namely, formulation of procedures, processes and routines in the field of estate planning, finance, insurance and wealth management to assist in making operational, tactical, and strategic decisions for organizations; providing a website containing business and trade information in the field of estate planning, finance, insurance and wealth management
Financial services, namely, wealth management services; investment management, estate review and planning; insurance planning, namely, insurance consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.