IT DOESN'T TAKE A BIG CHANGE TO MAKE A BIG CHANGE

Printed educational material in the fields of banking, financial planning, financial literacy, financial goal setting, and investments

Online banking services; online financial planning, namely, online financial tools for use by others via an Internet website to aid in the creation of personalized strategies to achieve financial goals; financial services, namely, online portfolio management; providing information in the fields of banking, financial planning, financial literacy, financial goal setting, and investments

Educational services, namely, a continuing program about banking, financial planning, financial literacy, financial goal setting, and investments accessible by downloadable mobile applications, radio, television, satellite, audio, video and computer networks; educational services in the nature of conducting live events, namely, classes, seminars, and webinars in the fields of banking, financial planning, financial literacy, financial goal setting, and investments

Online social networking services in the fields of banking, financial planning, financial literacy, financial goal setting, and investments accessible via a website and downloadable mobile applications