Offc Action Outgoing

RETIREMENT PLANNING UNIVERSITY

Strategic Wealth Designers

U.S. Trademark Application Serial No. 88628895 - RETIREMENT PLANNING UNIVERSITY - N/A

To: Strategic Wealth Designers (alichy@lichylaw.com)
Subject: U.S. Trademark Application Serial No. 88628895 - RETIREMENT PLANNING UNIVERSITY - N/A
Sent: March 02, 2020 05:19:38 PM
Sent As: ecom107@uspto.gov
Attachments:

United States Patent and Trademark Office (USPTO)

Office Action (Official Letter) About Applicant’s Trademark Application

 

U.S. Application Serial No. 88628895

 

Mark:  RETIREMENT PLANNING UNIVERSITY

 

 

 

 

Correspondence Address: 

Abraham Lichy

THE LICHY LAW FIRM, P.C.

222 EAST 68TH STREET

NEW YORK NY 10065

 

 

 

Applicant:  Strategic Wealth Designers

 

 

 

Reference/Docket No. N/A

 

Correspondence Email Address: 

 alichy@lichylaw.com

 

 

 

NONFINAL OFFICE ACTION

 

The USPTO must receive applicant’s response to this letter within six months of the issue date below or the application will be abandoned.  Respond using the Trademark Electronic Application System (TEAS).  A link to the appropriate TEAS response form appears at the end of this Office action. 

 

 

Issue date:  March 02, 2020

 

 

This Office action is in response to applicant’s communication filed on January 27, 2020. The Section 2(e)(1) refusal is withdrawn. However, applicant did not address the specimen refusal. This requirement is continued and maintained so that the following new issue can be raised.

 

Disclaimer Requirement

Applicant must disclaim the wording “RETIREMENT PLANNING” because it is merely descriptive of an ingredient, quality, characteristic, function, feature, purpose, or use of applicant’s goods and/or services.  See 15 U.S.C. §1052(e)(1); DuoProSS Meditech Corp. v. Inviro Med. Devices, Ltd., 695 F.3d 1247, 1251, 103 USPQ2d 1753, 1755 (Fed. Cir. 2012); TMEP §§1213, 1213.03(a). 

 

This wording appears in applicant’s specimen. For example, the first page of applicant’s specimen indicates that it provides “An Educational Retirement Planning Course for Adults”. Pages two and three of the specimen indicates that attendants can avoid retirement planning mistakes and build a plan for retirement because the course focuses on retirement planning. Therefore, the wording merely describes the subject matter of applicant’s services.

 

Applicant may respond to this issue by submitting a disclaimer in the following format: 

 

No claim is made to the exclusive right to use “RETIREMENT PLANNING” apart from the mark as shown. 

 

For an overview of disclaimers and instructions on how to provide one using the Trademark Electronic Application System (TEAS), see the Disclaimer webpage. 

 

Please call or email the assigned trademark examining attorney with questions about this Office action.  Although an examining attorney cannot provide legal advice, the examining attorney can provide additional explanation about the refusal(s) and/or requirement(s) in this Office action.  See TMEP §§705.02, 709.06. 

 

The USPTO does not accept emails as responses to Office actions; however, emails can be used for informal communications and are included in the application record.  See 37 C.F.R. §§2.62(c), 2.191; TMEP §§304.01-.02, 709.04-.05. 

 

How to respond.  Click to file a response to this nonfinal Office action.    

 

 

/Julie Thomas/

Trademark Examining Attorney

Law Office 107

Phone: 571-272-1582

Email: julie.thomas@uspto.gov

 

 

RESPONSE GUIDANCE

  • Missing the response deadline to this letter will cause the application to abandon.  A response or notice of appeal must be received by the USPTO before midnight Eastern Time of the last day of the response period.  TEAS and ESTTA maintenance or unforeseen circumstances could affect an applicant’s ability to timely respond.  

 

 

 

U.S. Trademark Application Serial No. 88628895 - RETIREMENT PLANNING UNIVERSITY - N/A

To: Strategic Wealth Designers (alichy@lichylaw.com)
Subject: U.S. Trademark Application Serial No. 88628895 - RETIREMENT PLANNING UNIVERSITY - N/A
Sent: March 02, 2020 05:19:39 PM
Sent As: ecom107@uspto.gov
Attachments:

United States Patent and Trademark Office (USPTO)

 

USPTO OFFICIAL NOTICE

 

Office Action (Official Letter) has issued

on March 02, 2020 for

U.S. Trademark Application Serial No. 88628895

 

Your trademark application has been reviewed by a trademark examining attorney.  As part of that review, the assigned attorney has issued an official letter that you must respond to by the specified deadline or your application will be abandoned.  Please follow the steps below.

 

(1)  Read the official letter.

 

(2)  Direct questions about the contents of the Office action to the assigned attorney below. 

 

 

/Julie Thomas/

Trademark Examining Attorney

Law Office 107

Phone: 571-272-1582

Email: julie.thomas@uspto.gov

 

Direct questions about navigating USPTO electronic forms, the USPTO website, the application process, the status of your application, and/or whether there are outstanding deadlines or documents related to your file to the Trademark Assistance Center (TAC).

 

(3)  Respond within 6 months (or earlier, if required in the Office action) from March 02, 2020, using the Trademark Electronic Application System (TEAS).  The response must be received by the USPTO before midnight Eastern Time of the last day of the response period.  See the Office action for more information about how to respond

 

 

 

GENERAL GUIDANCE

·         Check the status of your application periodically in the Trademark Status & Document Retrieval (TSDR) database to avoid missing critical deadlines.

 

·         Update your correspondence email address, if needed, to ensure you receive important USPTO notices about your application.

 

·         Beware of misleading notices sent by private companies about your application.  Private companies not associated with the USPTO use public information available in trademark registrations to mail and email trademark-related offers and notices – most of which require fees.  All official USPTO correspondence will only be emailed from the domain “@uspto.gov.”

 

 

 


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