U.S. federal trademark · Serial No. 50149277
Financial advisory and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services
Educational and entertainment services, namely, providing motivational speaking services in the field of financial literacy and wealth management; Educational services, namely, conducting seminars, workshops, and courses in the field of financial planning, retirement planning, tax strategies, and legacy planning; Educational services, namely, providing continuing professional education courses in the field of financial planning; Education services, namely, providing workshops and training sessions in the field of corporate financial education; On-line journals, namely, blogs featuring educational information and resources in the field of wealth management; Coaching in the field of wealth management; Coaching in the field of retirement readiness; Coaching in the field of financial literacy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.