U.S. federal trademark · Serial No. 86942209 · Reg. No. 5324691
Education services, namely, providing live and on-line seminars, classes, workshops and conferences in the field of retirement and financial planning and distribution of training material in connection therewith; educational services, namely, providing live and on-line seminars, classes, workshops and conferences for financial advisors to educate them to evaluate actively-managed funds and fund managers and identify those with historically consistent and sustained performance characteristics over time
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