CPT INSTITUTE

Trust management accounts; Financial trust administration; Financial trust operations; Trust services, namely, investment and trust company services

Charitable services, namely, providing training in the field of Pooled Special Needs Trusts, Settlement Management Trusts, and Minor Trusts; Educational services, namely, conducting training in the field of government benefits and law to preserve government benefits for disabled and at-risk adults, children, and senior citizens and distribution of educational materials in connection therewith; Charitable education services, namely, providing training in the field of government benefits and law to preserve government benefits for disabled and at-risk adults, children, and senior citizens