CPI HOLDCO B, LLC

C

Education services, namely, providing non-downloadable webinars in field of financial planning, investment management, college savings, estate planning, probate, trusts, foundations, and taxes; on-line journals, namely, blogs featuring financial planning and investment management; educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice;The mark consists of a stylized letter C having a diamond shape centrally located therein.;CREATIVE PLANNING;Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; financial planning; estate planning services; financial asset protection and management; financial services, namely, coordination of an investment portfolio's tax management needs; financial trust administration; estate trust management; investment management in field of qualified plans; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; strategic corporate financial advisory services;Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; business valuation services; business appraisal services;

C CREATIVE PLANNING

The mark consists of a stylized letter C partially encircling a shaded diamond, which is to the left of the wording CREATIVE PLANNING in block-style typeface.;Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Estate planning services; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs;Color is not claimed as a feature of the mark.;Tax preparation; Tax advisory services; Taxation planning, advice, information and consultancy services;PLANNING;