SHIFT
Live / Applied — New application — assigned to an examiner (as of 25 Mar 2026)
What this means for you
Not registered yet, but its 18 Nov 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99503067
- Mark type
- Stylized text
- Filed
- 18 Nov 2025
- Attorney of record
- Ross K. Krutsinger
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable educational course materials in the field of retirement planning and lifestyle consulting; Downloadable educational materials, namely, printable books, workbooks, worksheets, handouts, train the trainer guides in the field of retirement planning and lifestyle consulting; Downloadable educational podcasts in the field of retirement planning and lifestyle consulting
- Class 016 — Paper goods and printed matter: Printed workbooks directed to retirement planning and lifestyle consulting; Printed educational publications, namely, training manuals in the field of retirement planning and lifestyle consulting; Printed publications, namely, books, handouts, workbooks and presentations in the field of retirement planning and lifestyle consulting; Educational kits sold as a unit in the field of retirement planning and lifestyle consulting consisting primarily of printed educational books, flash cards and worksheets, and also including an educational DVD; Printed educational course materials in the field of retirement planning and lifestyle consulting
- Class 035 — Advertising and business services: Business consultation; Preparing audiovisual presentations for use in advertising; Organisation and conducting of product presentations; Business consultation in the field of retirement planning and lifestyle consulting; Business consulting services in business leadership development and business management
- Class 041 — Education and entertainment services: Educational services, namely, conducting classes, seminars, conferences, workshops, webinars retreats podcasts in the fields of retirement planning and lifestyle consulting and distribution of training materials in connection therewith; Educational services, namely, conducting classes, seminars, conferences, workshops, webinars, presentations, keynote addresses, retreats for financial advisors, HR benefits leaders, consultants, coaches, pre-retirees and retirees in the field of retirement planning and lifestyle consulting; Consulting services in the field of retirement planning and lifestyle training; Educational and entertainment services, namely, providing speaking tours in the nature of live presentations by educational and motivational speakers
Owner
- Jeanne Thompson LLC, Kingfield, ME, US
Prosecution history
- 25 Mar 2026 — ASSIGNED TO EXAMINER
- 20 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 18 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 18 Nov 2025 — NEW APPLICATION ENTERED