Word

CHANGE YOUR FINANCES, CHANGE YOUR WORLD

Status

Pending

Status Code

661

Status Date

Thursday, May 16, 2024

Serial Number

98017772

Mark Type

4

Filing Date

Monday, May 29, 2023

Trademark Owner History

The World Changers LLC

Classifications

41 Educational services, namely, classes, seminars, workshops, and training for individuals and groups in the field of finance, insurance, retirement strategy, estate planning, wealth and entrepreneurship; Workshops, courses, and seminars in the fields of finance, insurance, retirement strategy, estate planning and wealth and entrepreneurship; training in the field of finance; training in the field of insurance; training in the field of retirement strategy; training in the field of estate planning; training in the field of wealth and entrepreneurship; Educational services, namely, classes, seminars, workshops, and training for individuals and groups in the field of financial literacy; Providing on-line training courses, classes, seminars and workshops in the field of finance, insurance, retirement strategy, estate planning, wealth and entrepreneurship; Training courses in strategic planning relating to advertising, promotion, marketing and business; Training courses for individuals in the field of finance, insurance, retirement strategy, estate planning, wealth and entrepreneurship to become a license financial professional

9 Downloadable mobile application for connecting, sharing, and finding resources related to finance and insurance, providing and received being transmitting and viewing trainings related to finance and insurance, and engaging in social networking for use by finance advisors, insurance agents, and general public, featuring CRM capabilities, blog access, email marketing, resource libraries, analytics, sales tracking, lead management, testimonial tracking, educational courses, training and access to social media brand collateral

36 Financial consulting; Financial retirement plan consulting services; Financial planning for retirement; Estate planning; financial planning; Financial planning consultation; Financial analysis; Financial portfolio analysis services; Financial planning services, namely, in the nature of budgeting, establishing retirement savings accounts including 401Ks, IRA's, 403bs and pensions; Administration of group employer and employee benefits plans concerning insurance and finance, namely, life, disability and health insurance plans; Estate trust planning and management; Financial trust planning; Financial trust administration; Financial and Estate Trust consulting being management in the field of life insurance and wealth replacement; Insurance consulting in the field of life, disability and long term care; insurance agency and brokerage; insurance brokerage; insurance brokerage services; Administration of employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare, namely, life insurance and retirement plans; Financial administration of retirement plans; Annuity services, namely, account and investment administration; Providing insurance information; Provision of financial information; Financial information and evaluations; Consulting and information concerning insurance; Advice on finance during retirement; Consulting services in the field of employee benefit plans concerning insurance and finance; Providing information in the field of finance; Providing information in the field of personal finance; Providing information in the field of finance via a website; Providing information in the field of personal finance via a website; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; financial advice related to goal setting; financial advice in the nature of financial budgeting and forecasting; Financial management being money management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; financial management; financial portfolio management; Financial management in the field of investment portfolios

35 Business consulting services; business strategy consulting in the fields of insurance strategy, retirement strategy, executive compensation, business continuation programs; marketing services; business consulting, namely, preparing business for launch; Business consulting services in the field of continuation strategies and goal setting; online retail store services featuring apparel, electronics accessories, mugs, water bottles, hats, sandals, posters and branded merchandise

42 Platform as a service (PAAS) featuring computer software platforms for connecting, sharing, and finding resources related to finance and insurance, providing and received being transmitting and viewing trainings related to finance and insurance, and engaging in social networking for use by finance advisors, insurance agents, and general public, featuring CRM capabilities, blog access, email marketing, resource libraries, analytics, sales tracking, lead management, testimonial tracking, educational courses, training and access to social media brand collateral; Computer services, namely, creating an on-line community for registered users to participate in discussions, get feedback from their peers, form virtual communities, engage in social networking

FINANCES

Trademark Events

Jun 1, 2023

New Application Entered

Jun 28, 2023

New Application Office Supplied Data Entered

May 16, 2024

Teas/Email Correspondence Entered

May 16, 2024

Correspondence Received In Law Office

May 16, 2024

Teas Response To Office Action Received

Mar 1, 2024

Notification Of Non-Final Action E-Mailed

Feb 21, 2024

Assigned To Examiner

Mar 1, 2024

Non-Final Action Written

Mar 1, 2024

Non-Final Action E-Mailed