U.S. federal trademark · Serial No. 76151926
Conducting training programs for financial professionals, primarily in the implementation of strategies and techniques for income and estate tax efficient distribution of retirement plan assets, income planning and comprehensive financial planning, and communicating such strategies and techniques to clients; and providing counseling and guidance to owners of pension plan assets and Individual Retirement Accounts in respect of strategies and techniques for income and estate tax efficient distribution of retirement plan assets, and in planning for such distribution
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