U.S. federal trademark · Serial No. 99765167
Educational services, namely, providing seminars, workshops, webinars, and online courses in the field of retirement financial planning, retirement income planning, retirement asset allocation, retirement risk management, tax planning, Social Security planning, Medicare planning, employer plan rollovers, and legacy planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.