LEGACY GARDEN Trademark

Software as a service (SAAS) services featuring software for use in initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions in the fields of investing, investment management, finance, financial planning, retirement planning, risk management; Software as a service (SAAS) services featuring software for use in financial portfolio management in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; providing online, non-downloadable computer software for use in managing and administering retirement plans, pension plans, and employee compensation plans in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; software as a service (SAAS) services featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; installation, maintenance and updating of computer software; computer programming; software design and development; technical support services, namely, troubleshooting of computer software problems and troubleshooting of web and database applications; computer software consulting; computer and internet security services, namely, restricting unauthorized access to computer networks and websites, computer security consultancy, and internet security consultancy; data security services, namely, data security consultancy, design and development of electronic data security systems, and computer security threat analysis for protecting data; authentication, issuance and validation of digital certificates

Investment of funds, investment management, financial asset management, wealth management services, financial risk assessment services, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial and investment advisory services; financial planning for retirement, financial planning; financial and investment consultation, investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database featuring information in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fund raising services; estate planning, financial trust planning, and financial trust administration services; providing information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans

Downloadable electronic publications namely, reports, white papers, brochures, manuals, and presentations in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; Downloadable electronic publications, namely, reports, white papers, brochures, manuals, and presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions; downloadable computer software for managing and administering retirement plans, pension plans, and employee compensation plans for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management

Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy and distribution of training materials in connection therewith; educational services, namely, providing workshops, classes, seminars, and conferences in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing online publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; producing and providing webcasts, webinars, podcasts, television programs, online blogs, videos, and providing online publications in in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets all the aforementioned in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans