AGING INVESTOR.COM Trademark
Serial Number: 86665487 • Registration: 4903115
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Marc E. Hankin Hankin Patent Law, APC
11414 Thurston Circle
Los Angeles, CA 90049
United States
Trademark Details
Filing Date
June 17, 2015
Registration Date
February 16, 2016
Goods & Services
Educational services, namely, providing customized Web based non-downloadable webinars and online courses, non-downloadable pre-recorded webinars, non-downloadable videos for education, training, and continuing education, accredited education and distribution of white papers and written materials in connection therewith relating to elder abuse, assisting financial advisors to establish plans to respond to evidence of elder abuse; workshops and training directed to the implementation of senior-specific policies, dealing with difficult aging client situations, mock client interviews, role-play, and client communication; providing speaking and presentations services on aging; all the afore mentioned services relating to best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; training services in the field of preventing and stopping elder financial abuse
downloadable electronic publications in the nature of newsletters, policy development kits, instructions, checklists for developing policies, sample documents all in the fields of best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals
business consulting to financial services professionals in the nature of work groups, program and policy development and implementation aimed at preventing and stopping elder financial abuse; business consulting to financial services professionals in the nature of implementation of strategies directed to intergenerational wealth transfers, client and family communication, family disputes, and expansion of the financial professional's role; business consulting to financial services professionals in the nature of consulting on best practices for financial management of clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals
