U.S. federal trademark · Serial No. 88449573 · Reg. No. 6051232
Educational services, namely, providing a speaker series and educational events in the fields of financial planning, tax planning, estate and charitable planning and investments; Providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of wealth management, financial planning, tax information, market commentary and investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.