U.S. federal trademark · Serial No. 86410323 · Reg. No. 4919006
Financial planning services, financial advisory and consultancy services, financial portfolio management, investment consultation and management services, estate planning services, insurance services, namely, agencies in the field of long term care insurance, life insurance, and disability insurance
Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial advisory and consultancy services, financial portfolio management, investment consultation and management services, estate planning services, and insurance services, and distribution of training materials in connection therewith; on-line journals, namely, blogs featuring information, non-downloadable instruction guides and tips related to financial advisory and consultancy services, financial portfolio management, investment consultation and management services, estate planning services, and insurance services; business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing group facilitation services, namely, providing group coaching in the fields of leadership, executive development, business, financial literacy and management, personal development, time management, priority and work-life balance management; life coaching services in the field of business, financial literacy and management, personal development, time management, priority and work-life balance management, and leadership
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.