Trademark: 86478452
Word
SAVVY SOCIAL SECURITY PLANNING
Status Date
Wednesday, January 11, 2023
Registration Number
4986291
Registration Date
Tuesday, June 28, 2016
Filing Date
Thursday, December 11, 2014
Published for Opposition
Tuesday, April 12, 2016
41 Education services, namely, providing training and education to investment advisors and agents in the form of workshops, coaching, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of social security income and retirement benefits
36 Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding social security elections; financial consultation in the field of social security elections; providing information regarding social security retirement income benefits to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding social security retirement income benefits
42 Providing on-line non-downloadable software for calculating and analyzing social security benefits; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of social security income and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing social security claiming strategies
"SOCIAL SECURITY PLANNING"
Jan 11, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jan 11, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jan 11, 2023
Case Assigned To Post Registration Paralegal
Jun 27, 2022
Teas Section 8 & 15 Received
Jun 28, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jun 28, 2016
Registered-Principal Register
Apr 12, 2016
Official Gazette Publication Confirmation E-Mailed
Apr 12, 2016
Published For Opposition
Mar 23, 2016
Notification Of Notice Of Publication E-Mailed
Mar 4, 2016
Law Office Publication Review Completed
Feb 26, 2016
Approved For Pub - Principal Register
Feb 26, 2016
Examiner's Amendment Entered
Feb 26, 2016
Notification Of Examiners Amendment E-Mailed
Feb 26, 2016
Examiners Amendment E-Mailed
Feb 26, 2016
Examiners Amendment -Written
Feb 3, 2016
Notification Of Final Refusal Emailed
Feb 3, 2016
Final Refusal E-Mailed
Feb 3, 2016
Final Refusal Written
Dec 31, 2015
Teas/Email Correspondence Entered
Dec 31, 2015
Correspondence Received In Law Office
Dec 30, 2015
Notice Of Revival - E-Mailed
Dec 29, 2015
Teas Response To Office Action Received
Dec 29, 2015
Petition To Revive-Granted
Dec 29, 2015
Teas Petition To Revive Received
Jun 24, 2015
Notification Of Non-Final Action E-Mailed
Jun 24, 2015
Non-Final Action E-Mailed
Jun 24, 2015
Non-Final Action Written
Jun 21, 2015
Notification Of Non-Final Action E-Mailed
Jun 21, 2015
Non-Final Action E-Mailed
Jun 21, 2015
Non-Final Action Written
Jun 21, 2015
Previous Allowance Count Withdrawn
Jun 2, 2015
Withdrawn From Pub - Og Review Query
May 20, 2015
Law Office Publication Review Completed
May 15, 2015
Approved For Pub - Principal Register
May 15, 2015
Previous Allowance Count Withdrawn
May 15, 2015
Approved For Pub - Principal Register
May 15, 2015
Examiner's Amendment Entered
May 15, 2015
Notification Of Examiners Amendment E-Mailed
May 15, 2015
Examiners Amendment E-Mailed
May 15, 2015
Examiners Amendment -Written
May 15, 2015
Previous Allowance Count Withdrawn
May 12, 2015
Withdrawn From Pub - Og Review Query
Apr 24, 2015
Law Office Publication Review Completed
Apr 20, 2015
Assigned To Lie
Mar 28, 2015
Approved For Pub - Principal Register
Mar 28, 2015
Examiner's Amendment Entered
Mar 28, 2015
Notification Of Examiners Amendment E-Mailed
Mar 28, 2015
Examiners Amendment E-Mailed
Mar 28, 2015
Examiners Amendment -Written
Mar 24, 2015
Assigned To Examiner
Dec 17, 2014
New Application Office Supplied Data Entered In Tram
Dec 15, 2014
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
