Filed Dec. 28, 2025

Serial No. 99568421

Examining Attorney GALINA GUROK

Class Financial planning; Financial planning consultation; Financial planning for retirement; On-line financial planning services; Financial advice, namely, budget planning; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial planning and investment advisory services; Financial services, namely, mortgage planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing information in the field of financial planning for higher education via a website; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of financial planning for retirement plan participants or retirement plan providers; Providing information in the field of financial planning for employees, employers, retirement plans; Providing information in the field of financial planning for higher education, namely, college, graduate education; Financial retirement plan consulting services; Financial management of employee pension plans; Financial administration of employee pension plans; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consultancy in the field of planned donations for non-profit and charitable organisations; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organisations; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of employee financial benefit plans; Financial administration of employee benefit plans concerning fitness club memberships; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; 100; 101; 102; 100; 101; 107

Case Type Service mark