U.S. federal trademark · Serial No. 90636000 · Reg. No. 6937440
Downloadable electronic publications, namely, reports and informational, educational, and reference materials in the nature of papers, brochures, booklets, workbooks, and books, all in the fields of wealth management, finances, financial planning, estate planning, investment planning, retirement planning, and insurance; digital kits composed primarily of downloadable checklists and instructions used to create wealth management plans, financial plans, estate plans, investment plans, and retirement plans in the field of financial services
Educational services, namely, providing classes, seminars, non-downloadable webinars, and workshops in the fields of wealth management, finances, financial planning, estate planning, investments, retirement planning, and insurance
Printed publications, namely, reports and printed informational, educational, and reference materials in the nature of papers, brochures, booklets, workbooks, and books, all in the fields of wealth management, finances, financial planning, estate planning, investment planning, retirement planning, and insurance; kits composed primarily of printed checklists and instructions used to create wealth management plans, financial plans, estate plans, investment plans, and retirement plans in the field of financial services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.