| EXIT PLANNING INSTITUTE SNIDER PREMIER GROWTH, INC.
77064155 14 Dec 2006 | on 17 Nov 2017
| Association services, namely, promoting the interests of exit planning... Class 035 Class 035 Advertising, Business & Retail Services Association services, namely, promoting the interests of exit planning professionals | | | LUX WEALTH PLANNING Aaron Enlightened, LLC
97747754 10 Jan 2023 | on 30 Apr 2024
| Tax and taxation planning,Comprehensive financial planning services, n... Class 035 Class 035 Advertising, Business & Retail Services Tax and taxation planning Class 036 Class 036 Insurance & Financial Services "WEALTH PLANNING" | | | MA CA WEALTH PLANNING MACA Services LLC
97054004 30 Sep 2021 | on 02 May 2023
| Estate trust planning Class 036 Class 036 Insurance & Financial Services The mark consists of a stylized cross tilted 45 degrees with a shaded square box behind the tilted cross. The literal element "MA CA WEALTH PLANNING" with "WEALTH PLANNING" centered below "MA CA" and design. "MA" is to the left of titled cross, "CA" is to the right of titled cross. | | | PENN WEALTH PLANNING Penn Wealth Planning, LLC
85963673 19 Jun 2013 | on 03 Jun 2024
| Advice relating to investments; estate planning; financial advice and ... Class 036 Class 036 Insurance & Financial Services Advice relating to investments; estate planning; financial advice and consultancy services; financial asset management; financial investment brokerage; financial planning; insurance brokerage services; investment advice; and mutual fund advisory services | | | BMO WEALTH INSTITUTE Bank of Montreal
85879587 19 Mar 2013 | on 17 Sep 2020 | Banking services; financial services, namely, providing insight and st... Class 035 Class 035 Advertising, Business & Retail Services Banking services; financial services, namely, providing insight and strategy concerning financial decisions and wealth planning, providing information and analysis relating to financial issues in retirement including investment and planning, and financial consultation and analysis; financial management services; investment advisory services; financial advisory services; estate planning services; investment research services; and financial asset management services Class 036 Class 036 Insurance & Financial Services "WEALTH INSTITUTE" | | | INSPIRED WEALTH PLANNING Central Planning Group Inc.
98148819 24 Aug 2023 | on 20 Aug 2024
| Estate planning; Financial planning; Financial services, namely, wealt... Class 036 Class 036 Insurance & Financial Services Estate planning; Financial planning; Financial services, namely, wealth management services | | | APTUS WEALTH PLANNING Pittsburgh Wealth Management, LLC
88739406 26 Dec 2019 | on 01 Jun 2021
| Financial advice and consultancy services; financial planning services... Class 036 Class 036 Insurance & Financial Services Financial advice and consultancy services; financial planning services; financial portfolio management services; financial risk management services; estate planning; private trust services, namely, investment and trust company services | | | THE FAMILY INSTITUTE OneLeap Limited
79314967 20 Jan 2021 | on 31 May 2022
| Educational services, namely, providing classes, seminars, and worksho... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of the words "THE FAMILY INSTITUTE" below a stylized pyramidal tree. Class 041 Class 041 Education and Entertainment Services Business management, business consultancy and advice; personnel management consultancy; business administration assistance; assistance, advisory services and consultancy with regard to business organization, management and planning; strategic business analysis; business continuity consulting; business management consultancy in the field of executive and leadership development; business succession planning; business networking; business networking of peer to peer learning groups of high net worth individuals; business management consultancy, business consultancy and advisory services provided to families in relation to family goal setting, family problem solving and personal goal setting, generational succession, philanthropic goal-setting, executive and leadership development, business planning, family office strategies, financial re-organisation and planning, and interpersonal communication skills and dispute resolution techniques; HR management and consultancy; career planning consultancy; career information and advisory services excluding educational and training advice; public relations services and consultancy Class 045 Personal & Legal & Social Services Educational services, namely, providing classes, seminars, and workshops in the fields of business management, business consultancy, personnel management, business administration, business organization, business planning, executive and leadership development, business succession planning, business networking, family goal setting, family problem solving and personal goal setting, generational succession, philanthropic goal-setting, family office strategies, financial re-organisation and planning, interpersonal communication skills, dispute resolution techniques, human resources, career planning, and public relations; Providing trainings in the field of business management, business consultancy, personnel management, business administration, business organization, business planning, executive and leadership development, business succession planning, business networking, family goal setting, family problem solving and personal goal setting, generational succession, philanthropic goal-setting, family office strategies, financial re-organisation and planning, interpersonal communication skills, dispute resolution techniques, human resources, career planning, and public relations; education consultation; Consulting services in the field of business management training, business consultancy training, personnel management training, business administration training, business organization training, business planning training, executive and leadership development training, business succession planning training, business networking training, family goal setting training, family problem solving and personal goal setting training, generational succession training, philanthropic goal-setting training, family office strategies training, financial re-organisation and planning training, interpersonal communication skills training, dispute resolution techniques training, human resources training, career planning training, and public relations training; Workshops and seminars in the fields of business management, business consultancy, personnel management, business administration, business organization, business planning, executive and leadership development, business succession planning, business networking, family goal setting, family problem solving and personal goal setting, generational succession, philanthropic goal-setting, family office strategies, financial re-organisation and planning, interpersonal communication skills, dispute resolution techniques, human resources, career planning, and public relations; Life coaching services in the field of business management, business consultancy, personnel management, business administration, business organization, business planning, executive and leadership development, business succession planning, business networking, family goal setting, family problem solving and personal goal setting, generational succession, philanthropic goal-setting, family office strategies, financial re-organisation and planning, interpersonal communication skills, dispute resolution techniques, human resources, career planning, and public relations; personal development training; providing group coaching, peer to peer coaching and in-person learning forums to families in the fields of family governance, family transition planning, generational succession, philanthropic goal-setting, executive and leadership development, business planning, family office strategies, financial re-organisation and planning, and interpersonal communication skills and dispute resolution techniques; career coaching; Career counseling, namely, providing advice concerning education options to pursue career opportunities; business training; Education services, namely, mentoring in the field of business; business training in the field of leadership development; Provision of courses of instruction in communications techniques; provision of electronic non-downloadable electronic publications in the nature of books, pamphlets, magazines, journals, and brochures in the fields of business management, business consultancy, personnel management, business administration, business organization, business planning, executive and leadership development, business succession planning, business networking, family goal setting, family problem solving and personal goal setting, generational succession, philanthropic goal-setting, family office strategies, financial re-organisation and planning, interpersonal communication skills, dispute resolution techniques, human resources, career planning, and public relations | | | WEALTH AGENT INSTITUTE Sibel, Jeff
90541043 23 Feb 2021 | on 11 Jan 2022
| Financial planning for retirement,Financial planning for retirement Class 036 Class 036 Insurance & Financial Services Financial planning for retirement | | | LUCENT WEALTH PLANNING LUCENT WEALTH PLANNING, LLC
87908479 04 May 2018 | on 16 Aug 2024
| Financial advisory and consultancy services; Financial asset managemen... Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services; Financial asset management; Financial management; Financial planning | | 
