U.S. federal trademark · Serial No. 97499914 · Reg. No. 7532801
Educational services, namely, conducting classes, webinars, and seminars in the fields of financial literacy, retirement planning, enrollment in 401(k) plans, and taxes, and distribution of training material in connection therewith
Providing financial advice, analysis, asset management, account management, consulting, planning, risk assessment, retirement planning, and investment services, all in the field of credit unions and to credit union members; Online personal financial planning services for credit union members; Providing a website that features information regarding financial analysis, account management, and tracking of financial goals for credit union members
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.