Filed June 17, 2015

Serial No. 86665487

Registered Feb. 16, 2016

Registration No. 4,903,115

Class downloadable electronic publications in the nature of newsletters, policy development kits, instructions, checklists for developing policies, sample documents all in the fields of best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 107

Case Type Trademark Service mark