PRIVATE COLLEGE 529 PLAN BY COLLEGEWELL

Financial services, namely, managing and administering investment plans for the funding of higher education; providing information on the costs and financial options for attending college and university; providing families guidance and solutions on how to save and pay for college and university; Providing a website that features information on the costs and financial options for attending college and university and for providing families guidance and solutions on how to save and pay for college and university

Education services, namely, providing non-downloadable webinars in the field of financial planning for college and university; conducting educational conferences in the field of financial planning for college and university