U.S. federal trademark · Serial No. 77005646 · Reg. No. 3409744
Educational services, namely, seminars and workshops in the field of financial planning, retirement planning, legacy planning and charitable giving; and providing course materials and assessment and planning tools in the nature of course materials in connection therewith
Financial and retirement planning services; investment management and consulting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.