IC 016. US 002 005 022 023 029 037 038 050. G & S: Books, workbooks and pamphlets in the field of financial planning, wealth management, and investment management; books, workbooks and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity. FIRST USE: 20100611. FIRST USE IN COMMERCE: 20100611

IC 036. US 100 101 102. G & S: Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management. FIRST USE: 20100611. FIRST USE IN COMMERCE: 20100611

IC 041. US 100 101 107. G & S: Educational services, namely, classes, live seminars, webinars, and seminars transmitted via radio, television, and the internet in the fields of financial planning, wealth management, investing, and investment management. FIRST USE: 20110315. FIRST USE IN COMMERCE: 20110315