U.S. federal trademark · Serial No. 98274001
Estate planning; Financial planning and investment advisory services
Tax and taxation planning, advice, information and consultancy services
Educational services, namely, conducting online and in person presentations, seminars, classes, and workshops in the field of estate, legacy, tax, insurance, investment, and financial planning and distribution of course and educational materials in connection therewith; Providing on-line videos featuring information on estate, legacy, tax, investment, insurance, and financial planning, not downloadable; Education services, namely, providing non-downloadable webinars in the field of information on estate, legacy, tax, investment, insurance, and financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.