U.S. federal trademark · Serial No. 76419024 · Reg. No. 2826000
Printed materials, namely, sales and marketing publications and course materials in the fields of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.