U.S. federal trademark · Serial No. 85899912 · Reg. No. 4581175
Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of tax planning, tax advisory services, tax information and consultancy services, financial planning, family office services, wealth management, investment advisory services, financial planning services for retirement, estate planning, financial consultation, estate trust management, insurance needs and policies, financial risk planning, legacy planning, cash flow planning, and financial planning in the field of educational expenses and distribution of printed materials in hard copy or electronic format on the aforesaid topics in connection therewith
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