ELDER PLANNING SPECIALIST Trademark
Trademark Overview
On Friday, March 13, 2026, a trademark application was filed for ELDER PLANNING SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the ELDER PLANNING SPECIALIST trademark a serial number of 99700351. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 13, 2026. This trademark is owned by PLAN4LIFE, LLC. The ELDER PLANNING SPECIALIST trademark is filed in the category with the following description:
Business training
General Information
| Serial Number | 99700351 |
| Word Mark | ELDER PLANNING SPECIALIST |
| Filing Date | Friday, March 13, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 13, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Business training |
| Certification Mark Statement | The Elder Planning Specialist certificate course developed by Plan4Life Now and delivered in the FPA Learning Center is a 12-week program designed to provide a comprehensive understanding of late-in-life planning and care. The course qualifies for 10 hours of CFP CE. |
Classification Information
| International Class | B - |
| US Class Codes | B |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 13, 2026 |
| Primary Code | B |
| First Use Anywhere Date | Thursday, February 23, 2023 |
| First Use In Commerce Date | Thursday, February 23, 2023 |
Trademark Owner History
| Party Name | PLAN4LIFE, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bonita Springs, FL 34135
US |
Trademark Events
| Event Date | Event Description |
| Friday, March 13, 2026 | NEW APPLICATION ENTERED |
| Friday, March 13, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 13, 2026 | APPLICATION FILING RECEIPT MAILED |
