The Heritage Institute, LLC Trademarks
CERTIFIED WEALTH CONSULTANT

CERTIFIED WEALTH CONSULTANT

Educational Services, namely, conducting seminars, workshops, continuing education classes in the field of estate, financial…
Owned by: The Heritage Institute, LLC
Serial Number: 78367350

THE LEGACY PLANNING PROCESS

THE LEGACY PLANNING PROCESS

Educational services, namely, conducting seminrs, workshops, continuing education classes in the field of estate, financial…
Owned by: The Heritage Institute, LLC
Serial Number: 78430943

VALUES-BASED LEGACY PLANNING

VALUES-BASED LEGACY PLANNING

Educational seminars, workshops, continuing education classes in the field of estate, financial, retirement and tax planning…
Owned by: The Heritage Institute, LLC
Serial Number: 78431558