U.S. federal trademark · Serial No. 78459479 · Reg. No. 3013245
Educational services, namely, providing courses, workshops and seminars in the fields of Financial Planning, Estate Planning, Executive Management, and Employee Training and Development
Business planning and tax planning
Financial planning; executive financial compensation planning; retirement financial planning; settlement financial planning; investment services, namely, asset management and debt counseling; risk management; estate planning; administration of employee benefit plans; insurance administration in the field of group health benefits; insurance brokerage and consultation; and mortgage lending and brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.