U.S. federal trademark · Serial No. 90721326 · Reg. No. 6836788
Educational services, namely, providing a website featuring personal finance blogs, and on-line non-downloadable personal finance videos; providing on-line non-downloadable electronic publications, namely, personal finance presentation materials and workbooks
Providing temporary use of non-downloadable software providing financial planning guidance and advice services, namely, for the purposes of budgeting and cash flow management, risk tolerance assessment, financial wellness assessment, retirement readiness calculations, and an algorithm that identifies top financial goals and priorities based on data inputs
Financial planning guidance services to individuals, companies, and other advisors; providing a website featuring personal finance information
Printed materials, namely, personal finance presentations and workbooks in the field of personal finances
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.