U.S. federal trademark · Serial No. 99170660 · Reg. No. 8093313
Educational services, namely, conducting panel discussion groups in the field of finance and investing; Education services, namely, providing live and on-line seminars, workshops, presentations and educational speakers in the field of finance, investing, money management, and money planning
Financial asset management; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Providing financial advice via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning and investment advisory services; Estate planning; Investment management; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.