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SAVVY MEICARE PLANNING
Live/Registered
PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED

on 14 Mar 2024

Last Applicant/ Owned by

230 Park Avenue, 3rd loor West

New York

US

10169

Serial Number

87000925 filed on 14th Apr 2016

Registration Number

5304300 registered on 10th Oct 2017

in the Principal Register

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

SAVVY MEICARE PLANNING

[ Providing temporary use of on-line non-downloadable software for calculating and analyzing health care expenses; providing temporary use of on-line non-downloadable web-based software application for providing customizable reports in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of financiRead More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


[ Providing temporary use of on-line non-downloadable software for calculating and analyzing health care expenses; providing temporary use of on-line non-downloadable web-based software application for providing customizable reports in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of medicare and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing health care expense related retirement strategies ]


First Use Date in General

19th Dec 2013

First Use Date in Commerce

19th Dec 2013

Class [041]
Education and Entertainment Services


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 medicare benefits and retirement benefits


First Use Date in General

18th Nov 2011

First Use Date in Commerce

18th Nov 2011

Class [036]
Insurance & Financial Services


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 medicare benefits; financial consultation in the field of medicare benefits; providing information regarding medicare 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 medicare benefits


First Use Date in General

18th Nov 2011

First Use Date in Commerce

18th Nov 2011

Mark Details


Serial Number

No 87000925

Mark Type

No Service Mark

Attorney Docket Number

No 0927109

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
14th Mar 2024CASE ASSIGNE TO POST REGISTRATION PARALEGAL
14th Mar 2024NOTICE O ACCEPTANCE O SEC. 8 & 15 - E-MAILE
14th Mar 2024REGISTERE - PARTIAL SEC. 8 (6-YR) ACCEPTE & SEC. 15 ACK.
20th Sep 2023TEAS SECTION 8 & 15 RECEIVE
10th Oct 2022COURTESY REMINER - SEC. 8 (6-YR) E-MAILE
10th Oct 2017REGISTERE-PRINCIPAL REGISTER
25th Jul 2017OICIAL GAZETTE PUBLICATION CONIRMATION E-MAILE
25th Jul 2017PUBLISHE OR OPPOSITION
05th Jul 2017NOTIICATION O NOTICE O PUBLICATION E-MAILE
20th Jun 2017LAW OICE PUBLICATION REVIEW COMPLETE