U.S. federal trademark · Serial No. 86182846
Educational services, namely, conducting training and education in the form of workshops, presentations, seminars and lectures in the field of retirement planning
Insurance and financial services, namely, brokerage, administration, underwriting and distribution of life insurance and annuities. Financial services, namely, brokerage, administration and distribution of mutual funds, pension plans, retirement plans; financial asset management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.