U.S. federal trademark · Serial No. 98121481 · Reg. No. 7790153
Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field of personal finance, financial planning and wealth management; Providing on-line publications in the nature of e-books in the field of personal finance, financial planning and wealth management; Providing online newsletters in the field of personal finance, financial planning and wealth management via e-mail; Educational services, namely, conducting educational programs, speeches, lectures, talks, workshops, seminars, training programs, coaching programs and online educational programs in the field of personal finance, financial planning and wealth management, and distribution of educational materials in connection therewith
Tax and taxation planning, advice, information and consultancy services
Financial services, namely, wealth management services; Financial planning; Financial advice, namely, budget planning; Investment management; Insurance risk management; Financial risk management; Estate planning; Insurance consultancy; Real estate investment consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.