Trademark Overview
On Tuesday, November 18, 2025, a trademark application was filed for RETIRE&SHIFT with the United States Patent and Trademark Office. The USPTO has given the RETIRE&SHIFT trademark a serial number of 99503074. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, November 18, 2025. This trademark is owned by Jeanne Thompson LLC. The RETIRE&SHIFT trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Advertising, Business and Retail Services, and Education & Entertainment Services categories with the following description:
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
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
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
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
