Serial Number
88665409
Owner
NFP RETIREMENT, INC.Attorney
Edward C. MeagherFirst Use Date
May 27, 2020
Filing Date
Oct 23, 2019
WELLCENTS Trademark
Serial Number: 88665409 • Registration: 6694691
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Edward C. Meagher Carter, Deluca, & Farrell, LLP
576 Broad Hollow Road
Melville, NY 11747
United States
Trademark Details
Filing Date
October 23, 2019
Registration Date
April 5, 2022
First Use Anywhere
May 27, 2020
First Use in Commerce
May 27, 2020
Published for Opposition
March 31, 2020
Goods & Services
Financial analysis and consultation for companies, namely, financial wellness assessment of employees, customized action plans for employees, and employee financial guidance in furtherance of achieving financial independence; Behavioral financial analysis, namely, analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Providing a customizable website featuring advice and information in the field of financial analysis that allows employees to take a personalized financial assessment and receive an employee financial Action Plan; Providing a customized website featuring information and advice in the field of financial analysis that allows employers to receive an Executive Summary report of "Company Wellness" to formalize an education strategy for employees
Educational services for companies, namely, conducting seminars and providing non-downloadable customized webinars for employees, group meetings and one-on-one financial meetings all in the field of financial wellness; Educational services, namely, conducting financial workshops in the field of financial strategies, retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing, and home savings plans; Educational services, namely, conducting educational programs and workshops in the field of behavioral financial analysis in the nature of analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Educational services, namely, conducting educational financial programs relating to corrective measures that employers can take to make their plans more effective for employees in the field of behavioral financial analysis; Educational services, namely, providing web-based educational programs and workshops in the field of financial guidance for retirement plans, saving plans, debt reduction plans, college planning, investment strategies, planning to buy a home and home savings plans, insurance plans
