Serial Number
86478452
Owner
Horsesmouth LLCAttorney
Phillip A. RosenbergFirst Use Date
Nov 30, 2008
Filing Date
Dec 11, 2014
SAVVY SOCIAL SECURITY PLANNING Trademark
Serial Number: 86478452 • Registration: 4986291
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
Legal Representation
Correspondence Address
Phillip A. Rosenberg KILPATRICK TOWNSEND & STOCKTON LLP
3 Times Square
28th Floor
NEW YORK, NY 10036-7703
United States
Trademark Details
Filing Date
December 11, 2014
Registration Date
June 28, 2016
First Use Anywhere
November 30, 2008
First Use in Commerce
November 30, 2008
Published for Opposition
April 12, 2016
Goods & Services
Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding social security elections; financial consultation in the field of social security elections; providing information regarding social security retirement income benefits to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding social security retirement income benefits
Providing on-line non-downloadable software for calculating and analyzing social security benefits; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of social security income and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing social security claiming strategies
Education services, namely, providing training and education to investment advisors and agents in the form of workshops, coaching, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of social security income and retirement benefits
