Serial Number
99557623
Owner
THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATIONAttorney
Keith W. MedanskyFiling Date
Dec 19, 2025
PGWTA Trademark
Serial Number: 99557623
Trademark Classes
Owner Contact Info
4025 SOUTH RIVERPOINT PARKWAY
PHOENIX, AZ 85040
Entity Type: 03
Legal Representation
Correspondence Address
Keith W. Medansky DLA Piper LLP (US)
444 West Lake Street, Suite 900
Chicago, IL 60606
United States
Trademark Details
Filing Date
December 19, 2025
Registration Date
Not Registered
Goods & Services
Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning topics, and dissemination of educational materials, namely, books, flashcards, study guides, handouts, and lectures in connection therewith