Mark:

WC WELLCENTS

Status Date:

06-14-2022

Registration Number:

6761064

Goods and Services:

Providing online non-downloadable newsletters in the fields of retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing and home savings plans, financial wellbeing plans, investment watch-list memos intended to be proactive communication to employees, and upcoming financial seminars and workshops; Educational services for companies, namely, conducting seminars and providing online non-downloadable customized webinars for employees, group meetings and one-on-one financial meetings all in the field of financial wellness; Educational services, namely, conducting financial workshops in the field of financial strategies, retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing, and home savings plans; Educational services, namely, conducting educational programs and workshops in the field of behavioral financial analysis in the nature of analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Educational services, namely, conducting educational financial programs relating to corrective measures that employers can take to make their plans more effective for employees in the field of behavioral financial analysis; Educational services, namely, providing web-based non-downloadable educational programs and workshops in the field of financial guidance for retirement plans, saving plans, debt reduction plans, college planning, investment strategies, planning to buy a home and home savings plans, insurance plans Downloadable customized webinars in the field of financial wellness for companies, employees, group financial meetings, and one-on-one financial meetings; Downloadable newsletters in the fields of retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing and home savings plans, financial wellbeing plans, investment watch-list memos intended to be proactive communication to employees, and upcoming financial seminars and workshops Printed newsletters in the fields of retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing and home savings plans, financial wellbeing plans, investment watch-list memos intended to be proactive communication to employees, and upcoming financial seminars and workshops Financial analysis and consultation for companies, namely, financial wellness assessment of employees, customized action plans for employees, and employee financial guidance in furtherance of achieving financial independence; Behavioral financial analysis, namely, providing financial advice based upon analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Providing a website featuring customized advice and information in the field of financial analysis that allows employees to take a personalized financial assessment and receive an employee financial Action Plan; Providing a website featuring customized information and advice in the field of financial analysis that allows employers to receive an Executive Summary report of "Company Wellness" to formalize an education strategy for employees Providing a website featuring technology that enables users to take a personalized employee financial assessment and receive an employee financial action plan

Class:

Scientific and technological services

Published for Opposition Date:

02-16-2021

Mark Drawing Status:

Design plus Words, Letters, and/or Numbers

Business Name:

CARTER, DELUCA & FARRELL, LLP