U.S. federal trademark · Serial No. 74594533 · Reg. No. 1931445
educational services, namely conducting classes, seminars, conferences, and workshops in the fields of financial planning and management, taxes, retirement and estate planning and distributing course materials in connection therewith; production of audio and video tapes
financial analysis and consulting; insurance, investment and securities consultation; retirement planning services; employee benefit and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.