WE COACH FAMILIES TO POSITION THEMSELVES FOR ENDLESS FINANCIAL WELL-BEING Trademark

Serial Number: 77364245 • Registration: 3688043

WE COACH FAMILIES TO POSITION THEMSELVES FOR ENDLESS FINANCIAL WELL-BEING is a trademark filed by LEE, ERIC on January 4, 2008. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

LEE, ERIC (27 trademarks)

165 Mason Street
Greenwich, CT 06830

Entity Type: 01

Legal Representation

Attorney of Record

Irene Eckert

27 trademarks filed View all →

Trademark Details

Filing Date

January 4, 2008

Registration Date

September 29, 2009

First Use Anywhere

October 1, 2006

First Use in Commerce

October 1, 2006

Published for Opposition

July 14, 2009

Cancellation Date

May 6, 2016

Goods & Services

Financial planning consultation, namely, providing coaching and advice in the creation of strategies to achieve, enhance, and preserve financial independence; investment consultation and management; total wealth management consultation, namely, investment consultation and management; financial retirement planning consultation, financial consultation in the nature of succession planning for retirement, estate planning consultation; planned giving consultation, namely, financial planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; insurance planning consultation; financial consultation in the nature of cash flow planning; debt management consultation; insurance consultation; estate planning and transfer of wealth consultation, namely, financial consultation in the field of transfers/gifting, probate issues, charitable contributions, and discount opinions and reviews of family limited partnership agreements and trusts