U.S. federal trademark · Serial No. 50123303
Providing online financial information in the field of tax-aware retirement planning; providing a website featuring financial information concerning retirement income, tax diversification, Roth conversions, Required Minimum Distributions, and tax considerations affecting retirement assets
Advertising, marketing, and promotional services for financial professionals and insurance agents in the fields of retirement planning, tax-aware retirement planning, annuities, and insurance; lead generation services for financial professionals and insurance agents; development of marketing campaigns for financial professionals and insurance agents in the fields of retirement planning, tax-aware retirement planning, annuities, and insurance; providing marketing content and promotional campaign materials for use by financial professionals and insurance agents in advertising their services
Providing online non-downloadable videos in the field of financial education, tax-aware retirement planning, and retirement income planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.