U.S. federal trademark · Serial No. 88839088
Educational services, namely, conducting training and education in the form of workshops, presentations, and seminars in the field of retirement planning
Financial services, namely, brokerage, administration, and distribution of mutual funds, pension plans and retirement plans; investment advisory and financial asset management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.