U.S. federal trademark · Serial No. 97565164 · Reg. No. 7181926
Business consultation in the field of business leadership development; Business management consultation; Business planning; Business organization and operation consultancy; Human resource analysis and consulting services; Referrals in the field of interior design, power of attorney, real estate legal services, immigration, divorce, estate planning, real estate, mortgage loans, home services, and property insurance; Tax and taxation planning, advice, information and consultancy services; Doctor referrals; General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members; Lawyer referrals
Career coaching services; Educational services, namely, providing courses, trainings, workshops, seminars in the fields of business, finances, investment, wealth management, insurance, financial planning, taxes, elder care, college education; Providing information, news and commentary in the field of current events relating to business, finances, investment, wealth management, insurance, financial planning, taxes, elder care, college education; Physical fitness consultation; Providing on-line newsletters in the field of business, finances, investment, wealth management, insurance, financial planning, taxes, elder care, college education; Providing online non-downloadable videos in the field of business, finances, investment, wealth management, insurance, financial planning, taxes, elder care, college education
Financial advisory and consultancy services, namely, creating personalized strategies for managing savings, financial risk, transfer of wealth, education funding, charitable monetary giving, social security optimization, cash, debt, and tax management, Medicare and health insurance consultation, and retirement, investment, estate, and long-term care planning; Financial advisory and consultancy services; Financial planning; Insurance brokerage; Insurance consultancy; Investment advisory services; Investment consultation; Investment management; Financial asset management; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.