36
Providing a web-based on-line portal featuring financial management tools, information, resources, and services, namely, an online personal financial management tool, wealth planning, debt reduction, savings, investment information, insurance, namely, underwriting life insurance and annuities, trusts and wills, college financial planning, financial planning for retirement, namely, taxed-advantaged plans, credit score management, namely, consumer credit consultation, and financial services, namely, loan default mitigation services, mortgage foreclosure services; providing financial services, namely, providing electronic processing of ACH and merchant services and credit card transactions and electronic payments via a global computer network; banking services and online banking services, namely, telephone, online, and mobile device account management, money transfer, and bill pay, and mobile and web-based access to prepaid debit card accounts, account balances, online personal financial manager, and budget and spending reports; providing financial information
41
Financial literacy education, namely, providing tutoring and mentoring in the field of finance, and educational services, namely, conducting classes and seminars in the field of finance and live and on-line seminars, all in the field of financial literacy education
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