U.S. federal trademark · Serial No. 78377564 · Reg. No. 3234226
Educational programs and seminars for financial professionals, namely, seminars featuring professional financial investment planning strategies, techniques, and tactics for use by financial advisors and financial planners; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics
Financial strategy services for financial professionals, namely, financial analysis and consultation in the field of retirement planning and estate planning
Printed instructional, educational, and teaching materials related to financial planning, namely, manuals, market reports, binder books, and notebooks on professional strategies and tactics in the field of financial advisor practice management
Consulting services for professionals, namely, business management consulting services for financial advisors and financial planners; consulting services for professionals, namely, business marketing consulting services for financial advisors and financial planners
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.