U.S. federal trademark · Serial No. 85173890 · Reg. No. 4017367
Education and training services, namely, conducting seminars, workshops, and keynote speeches in the field of financial planning as it relates to financial planning and estate planning services for aging parents, the adult children of aging parents, and families with special needs children, all provided to financial planners, financial advisors, insurance agents, securities broker/dealers and financial product distributors, and professional associations in the insurance and financial planning fields; education services, namely, providing on-going continuing education services, namely, on-site workshops, web-based workshops designed to meet continuing education requirements for holders of certain professional designations and insurance licenses and distribution of educational materials in the nature of white papers, books, and videos in connection therewith, all provided to financial planners, financial advisors, insurance agents, securities broker/dealers and financial product distributors, and professional associations in the insurance and financial planning fields
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