U.S. federal trademark · Serial No. 98231911
Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Insurance consulting in the field of life insurance; Life insurance brokerage
Education services, namely, providing classes, seminars, workshops in the field of financial planning; Providing on-line videos featuring financial planning, not downloadable
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.