U.S. federal trademark · Serial No. 77005642 · Reg. No. 3405981
Financial and retirement planning services; investment management and consulting
Educational services, namely, seminars and workshops in the field of financial planning, retirement planning, legacy planning and charitable giving; providing course materials and assessment and planning tools in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.