BECAUSE EDUCATION MATTERS

Financial services, namely, arranging and providing savings plans for educational purposes, educational savings plans, savings programs for students, tax-deferred educational savings plans, educational savings plan accounts, educational savings plan and financial aid consultation, educational savings plan account enrollment services, account management services, investment fund management services, investment fund management services for educational savings for students, investment option services, account deposit services, account reporting services, and payroll deduction services in the nature of tax qualified educational savings plan contribution payroll debiting services as part of a 529 college savings plan; and providing a website featuring financial information to assist families and individuals in planning for future education costs and in determining saving and contribution levels necessary for various educational objectives