U.S. federal trademark · Serial No. 99630583
On-line journals, namely, blogs featuring information in the field of finance, investment, and taxation planning; Educational services, namely, providing in person and online seminars, workshops, and classes in the fields of finance, investment, and taxation planning
Auditing of financial statements; Tax and taxation planning, advice, information and consultancy services; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
Printed publications, namely, articles, handouts, checklists in the field of finance, investment, and taxation planning
Financial consultancy; Financial valuations; Financial risk management; Financial management in the field of analyzing pension and social security benefits, legacy planning, planning multi-generational wealth transfers, and evaluating insurance needs
Downloadable educational publications, namely, printable articles, handouts, checklists in the field of finance, investment, and taxation planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.