U.S. federal trademark · Serial No. 86053913
Licensing of intellectual property for marketing, financing, and administering financial services, namely, financial literacy resources, financing arrangements and employee benefit plans and programs
Educational services, namely, providing on-line courses in the field of financial planning for retirement and employee benefits
Promotion of financial and insurance services, on behalf of third parties; Business consulting, management, planning and supervision
Financial services, namely, directly and indirectly providing investment advice, investment management, investment consultation and investment of funds for others, including private and public equity; underwriting and administration of employee benefit plans, and of plan financing arrangements, namely, individual retirement arrangements, deferred compensation, severance pay plans and programs, the foregoing underwriting and administration concerning insurance and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.