U.S. federal trademark · Serial No. 75578528 · Reg. No. 2460097
Educational services in the fields of estate and financial planning, namely, continuing education seminars for lawyers and financial planners; personnel training in processes which integrate estate and financial planning
Consultation services in the field of finance, namely, advising financial planners in the administration of financial planning services
Consultation services, namely, advising financial planners and lawyers in the marketing of financial planning and legal services
Consultation services in the field of law, namely, advising lawyers in the administration of legal services
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