Filed Sept. 9, 2026

Serial No. 50098213

Examining Attorney null

Class Educational services, namely, providing educational courses in the field of financial planning; Educational services, namely, providing seminars, training courses, and retreats in the fields of wealth preservation, financial freedom, and leadership; arranging and conducting educational workshops and seminars in the fields of financial literacy, wealth building, and legacy preservation; Providing online and in-person educational courses in the fields of wealth management strategies and legacy planning; Educational retreats in the fields of personal finance, wealth preservation, and intergenerational wealth transfer strategies; Educational and entertainment services, namely, providing motivational and educational speakers; Providing online non-downloadable educational podcasts in the field of in the fields of wealth preservation, financial freedom, and leadership; Educational services, namely, preparing and administering educational curricula for professional certification of financial advisors; Educational services, namely, providing educational courses in the fields of finance, wealth advisory services, wealth building, and investing based on a client's life goals, identity, values, and circumstances; Providing training for certification in the field of finance, wealth building, and investing; Educational services, namely, leadership training services enabling individuals to adjust to change and sustained responsibility; Meditation training; 100; 101; 107

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