| Serial Number | 99424177 |
| Word Mark | THE PLANNING WAY |
| Filing Date | Wednesday, October 1, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, July 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 | Tuesday, August 4, 2026 |
| Goods and Services | Downloadable publications in the nature of books, workbooks, and manuals in the fields of personal finance, tax planning, wealth management, and self-improvement |
| Goods and Services | Educational services, namely, conducting seminars, workshops, and courses in the fields of personal finance, tax planning, wealth management, and self-improvement; educational services, namely, providing educational speaking services in the fields of personal finance, tax planning, wealth management, and self-improvement; providing a website featuring blogs and online non-downloadable publications in the nature of articles in the fields of personal finance and self-improvement |
| NOT AVAILABLE | "PLANNING" |
| Goods and Services | Printed books, workbooks, and manuals in the fields of personal finance, tax planning, wealth management, and self-improvement |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 30, 2026 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 1, 2025 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 1, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Rossmoor, CA 90720 US |
| Event Date | Event Description |
| Wednesday, October 1, 2025 | NEW APPLICATION ENTERED |
| Wednesday, October 1, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 1, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 5, 2026 | ASSIGNED TO EXAMINER |
| Thursday, February 5, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, February 5, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, February 5, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 24, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, March 24, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, June 30, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 30, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 30, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 1, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |