U.S. federal trademark · Serial No. 50146296
Educational services, namely, conducting programs in the field of financial planning and wealth management; Education services, namely, providing non-downloadable webinars in the field of financial planning and wealth management, divorce planning; Educational services, namely, conducting classes, seminars, conferences, workshops, webinars in the field of financial planning and wealth management; Arranging and conducting of seminars in the field of financial planning and wealth management in virtual environments; Online publication of blogs
Financial planning; Financial retirement plan consulting services; Financial consulting; Providing financial information and financial advice via a website; Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial risk management consultation; Insurance information and consultancy; Investment management; Financial wealth management services; Financial information; Financial advice and consultancy services; Financial advisory and consultancy services, namely, financial transition planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.