RETIRE&SHIFT
Mark Identification

RETIRE&SHIFT

Serial Number

99503074

Filing Date

Nov 18, 2025

Trademark by

JEANNE THOMPSON LLC

Classification Information

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

Electrical and Scientific Apparatus

Printed educational publications, namely, training manuals in the field of retirement planning and lifestyle consulting; Printed workbooks directed to 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

Paper Goods and Printed Matter

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

Advertising and Business

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, conultants, coaches, pre-retirees and retirees in the field of retirement planning and lifestyle consulting; Consulting services in the field of retirement planning and lifestyle consulting training; Educational and entertainment services, namely, providing speaking tours in the nature of live presentations by educational and motivational speakers

Education and Entertainment