Serial #97759464 Trademark

Entertainment services, namely, providing an ongoing radio program in the field of finance and retirement; Professional coaching services in the field of insurance, financial advisory and consultation; Business training in the field of insurance, financial advisory and consultation; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives

Financial planning and investment advisory services; Financial portfolio management; Management of securities portfolios; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advisory and consultancy services; Financial planning consultation; Financial retirement plan consulting services; Providing information in the field of finance and financial planning via websites, social media and radio programs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others

Franchise services, namely, offering business management assistance in the establishment and operation of financial advisory, financial consultancy and financial planning companies; providing business development support services to franchise companies, namely, financial service companies, personnel management service companies, business management companies and business consultation service companies; business consulting services in connection with the establishment, operation, development, and sales of franchises; business information, consultancy and advisory services, and business administrative services in relation to franchising and franchise development; providing back office support staff services for franchises; franchising, namely, consultation and assistance in business management, organization and promotion; advice in the running of establishments as franchises; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, online community building and digital word of mouth communications