LEGACY PLANNING
Filed: January 24, 1997
financial planning services, namely, inheritance, philanthropic and family wealth counseling
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 75230546
THE DONOR MOTIVATION PROGRAM
Filed: December 29, 2011
Financial consulting services in the field of planned giving for non-profit and charitable organizations
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 85505906
AFFLUENT ENGAGEMENT SYSTEM
Filed: June 23, 2012
Digital materials, namely, pre-recorded CDs and DVDs, downloadable audio and video recordings, downloadable electronic publications…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 85659850
DOUBLE YOUR AFFLUENT CLIENTS
Filed: June 26, 2012
Digital media, namely, pre-recorded DVDs, downloadable audio and video recordings, and CDs featuring and promoting business…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 85661188
SCOTT KEFFER
Filed: June 26, 2012
Educational services, namely, conducting classes, workshops, seminars, and conferences in the fields of business and professional…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 85662144
SK
Filed: July 20, 2012
Educational services, namely, conducting classes, workshops, training, lectures in the field of business and professional…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 85682489
7X ADVISOR MODEL
Filed: October 4, 2012
Digital materials, namely, CDs, DVDs, downloadable audio and video recordings, downloadable electronic publications in the…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 85746406
ARC OF DISTINCTION
Filed: October 4, 2012
Digital media, namely, CDs, DVDs, downloadable audio and video recordings, newsletters featuring information relating to…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 85746410
LEGACY PLANNING
Financial planning services, namely, inheritance, philanthropic and family wealth counseling
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 85828790
SEMINAR MONEY MACHINE
Digital materials, namely, pre-recorded CDs and DVDs, downloadable audio and video recordings; downloadable electronic publications…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 86535814
SEMINAR MONEY MACHINE
Digital materials, namely, CDs, DVDs, electronic publications namely articles, checklists, templates, special reports, newsletters…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 87666883
AFFLUENT MAGNET
Downloadable electronic publications in the nature of articles, newsletters, special reports in the field of professional…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 87846295
BIG IMPACT
Downloadable electronic publications in the nature of articles, checklists, program materials in the field of professional…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 87846314
PROFIT TRIFECTA
Digital materials, namely, articles, checklists, program materials featuring information regarding professional development…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 87848581
DOUBLE YOUR AFFLUENT CLIENTS
Filed: March 28, 2018
Digital media, namely, pre-recorded DVDs, downloadable audio and video recordings, and CDs featuring and promoting business…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 87854303
CREDIBILITY STAIRCASE
Digital media, namely, DVDs and CDS featuring information relating to business and professional development; Downloadable…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 87902227
MILLION DOLLAR MENTOR
Filed: October 15, 2019
Digital materials, namely, CDs, DVDs, downloadable audio and video recordings, downloadable electronic publications in the…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 88654487
RETIRE ABUNDANTLY PROCESS
Filed: October 15, 2019
Digital materials, namely, CDs, DVDs, downloadable audio and video recordings, downloadable electronic publications in the…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 88654517
SEMINAR MONEY MACHINE
Filed: April 17, 2020
Digital materials, namely, CDs, DVDs, downloadable audio and video recordings, downloadable electronic publications in the…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 88877040
RETIRE ABUNDANTLY
Filed: July 29, 2022
Digital media, namely, pre-recorded DVDs, downloadable audio and video recordings, and CDs featuring and promoting information…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 97526022
ADVISOR SECRETS
Filed: March 13, 2023
Digital media, namely, pre-recorded DVDs, downloadable audio and video recordings, and CDs featuring and promoting information…
Owned by: Wealth Transfer Solutions, Inc.
Serial Number: 97836226
