U.S. federal trademark · Serial No. 50093721
Financial advisory and consultation services; investment advisory services; financial planning and financial well-being consultation in the fields of budgeting, savings, retirement and 401(k) planning, investing, voluntary employee benefits, health savings accounts, and college savings; financial coaching; providing personalized financial guidance and financial needs assessments for employees of businesses and their families
Educational services, namely, providing online courses, webinars, videos, and articles in the field of personal finance and financial wellness; providing online non-downloadable educational materials in the field of financial literacy
Providing temporary use of online non-downloadable software for financial wellness self-assessments, financial behavior and money personality analysis, budgeting, and generating personalized financial action plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.