THE LEGACY COMPANIES
providing consulting to financial advisors in the field of value-based financial planning
Owned by: Legacy Companies, LLC, The
Serial Number: 75546132
THE LEGACY PLANNING SYSTEM
Educational services, namely, conducting training courses in the field of values-based estate planning
Owned by: Legacy Companies, LLC, The
Serial Number: 75672658
THE LEGACY LEADERSHIP FORUM
Educational services, namely, conducting training courses in the field of values-based estate planning
Owned by: Legacy Companies, LLC, The
Serial Number: 75672659
THE LEGACY QUESTIONNAIRE
Filed: April 1, 1999
questionnaires for values-based estate planning, training and education
Owned by: Legacy Companies, LLC, The
Serial Number: 75672660
WEALTH OPTIMIZATION
EDUCATION SERVICES, NAMELY, PROVIDING COURSES OF INSTRUCTION TO TEACH METHODS OF FINANCIAL PLANNING
Owned by: Legacy Companies, LLC, The
Serial Number: 75758740
WEALTH OPTIMIZATION
financial planning services
Owned by: Legacy Companies, LLC, The
Serial Number: 75758741
WEALTH OPTIMIZATION MODEL
financial planning services
Owned by: Legacy Companies, LLC, The
Serial Number: 75758742
WEALTH OPTIMIZATION MODEL
education services, namely, providing courses of instruction to teach methods of financial planning
Owned by: Legacy Companies, LLC, The
Serial Number: 75758743
THE LEGACY PLANNING SYSTEM
Computer software containing educational and training materials in the field of values-based estate planning
Owned by: Legacy Companies, LLC, The
Serial Number: 76027198
