Mark Identification

THE LIFE PLANNING SPECIALIST

Serial Number

78065233

Filing Date

May 23, 2001

Trademark by

KOLER ALEX I.

Classification Information

INVESTMENT MANAGEMENT CONSULTING SERVICES; BROKERAGE SERVICES IN THE FIELD OF SECURITIES; MUTUAL FUNDS AND VARIABLE ANNUITY SERVICES; ESTATE PLANNING SERVICES; FINANCIAL PLANNING SERVICES; RETIREMENT SERVICES; INCOME TAX PREPARATION SERVICES; LIFE INSURANCE SALES; FINANCIAL LIFE CHANGE COUNSELING SERVICES.

Insurance and Financial