U.S. federal trademark · Serial No. 98088770 · Reg. No. 7546209
Educational services, namely, providing seminars, online non-downloadable webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, providing a continuing podcast about retirement planning, financial planning, financial information, investments, and money management accessible by radio, satellite, audio, video and computer networks and digital platforms; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management
Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning
Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information and for providing financial assessments, planning, and management tools
Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.