Mark Identification

SMART STRATEGIES FOR RETIREMENT ROLLOVERS

Serial Number

76258803

Filing Date

May 16, 2001

Registration Date

Jul 22, 2003

Trademark by

CHARLES SCHWAB & CO. INC.

Classification Information

Educational services, namely, conducting classes, workshops, and seminars in the fields of financial planning, retirement planning, investing, portfolio management, money management, and asset allocation, and distributing course materials in connection therewith

Education and Entertainment