1. We make it simple. Third Pilot Partner Call August 29th, 2007; 2:00 PM CST

2. Goals of the call:  Incorporate input into product development  Discuss how to get member/SEG input and ideas  Begin to discuss product positioning, packaging, and pricing

3. TODAY’S AGENDA:  Greetings and Introductions  QUICK recap of the last pilot call and follow up on the action items  Discussion of important key features for the member education suite of products  Demo of the features we have incorporated thus far  Discuss how to get member/SEG input and ideas  Clarify product positioning, packaging, and pricing  Clarification of action items and dates for the fourth call

4. Greetings and Introductions  Welcome and greetings from the Educated Investor team  QUICK roll call of all attendees

5. TODAY’S AGENDA: Greetings and Introductions  QUICK recap of the last pilot call and follow up on the action items  Discussion of important key features for the member education suite of products  Demo of the features we have incorporated thus far  Discuss how to get member/SEG input and ideas  Clarify product positioning, packaging, and pricing  Clarification of action items and dates for the fourth call

6. Recap from the second pilot call  Clarified key goals of the pilot partner process  Group discussed key features for the member/SEG suite of products  In-depth demo of the products  Discussed the survey results regarding similar and competitive product lines  Clarified the action items for next call

7. Follow up on the action items from our second pilot calls Send notes from the 8/6 and 8/8 calls to pilot partner group by end of week Send list of important features to the group for them to rank in order of importance Follow up with volunteers to conduct one on one calls to discuss the features  Ellen to complete the company profile information

8. TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow up on the action items  Discussion of important key features for the member education suite of products  Demo of the features we have incorporated thus far  Discuss how to get member/SEG input and ideas  Clarify product positioning, packaging, and pricing  Clarification of action items and dates for the fourth call

9. Thank you to our volunteers Desert Schools Financial Services Credit Union National Association (CUNA) Mazuma Credit Union Addison Avenue Financial Partners, LLC Mountain America Credit Union

10. Top 10 Key Features Ability to track web usage of the tools Ability to include contextual links to connect members with related products and services at your credit union Ability to brand or co-brand the tools Ability to select specific content categories to fit your credit unions unique needs Ability to pick and choose the specific tools you want to use (purchase products ala carte vs. pre-packaged bundle) Ability to include contextual links to connect people with appropriate personnel at your credit union Ability to choose “Feature Content” to support a specific campaign at the credit union Ability for non-programmer to pull your own reports on web usage Ability for non-programmer to pull your own reports on the number of leads generated from people using the tools Ability to have fresh content served up on a daily or weekly basis using automated system based on specific categories of interest to you

11. TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow up on the action items Discussion of important key features for the member education suite of products  Demo of the features we have incorporated thus far  Discuss how to get member/SEG input and ideas  Clarify product positioning, packaging, and pricing  Clarification of action items and dates for the fourth call

12. Demo of the current features we have incorporated thus far http://www.educatedinvestor.com/pilot/index.html

13. TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow up on the action items Discussion of important key features for the member education suite of products Demo of the features we have incorporated thus far  Discuss how to get member/SEG input and ideas  Clarify product positioning, packaging, and pricing  Clarification of action items and dates for the fourth call

14. Brainstorming: How can we get input from your members/SEG groups on how best to position the tools we are developing?

15. TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow up on the action items Discussion of important key features for the member education suite of products Demo of the features we have incorporated thus far Discuss how to get member/SEG input and ideas  Clarify product positioning, packaging, and pricing  Clarification of action items and dates for the fourth call

16. We need your help! We want your input on how best to PACKAGE, POSITION, and PRICE the member/SEG education suite of products.

17. TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow up on the action items Discussion of important key features for the member education suite of products Demo of the features we have incorporated thus far Discuss how to get member/SEG input and ideas Clarify product positioning, packaging, and pricing  Clarification of action items and dates for the fourth call

18. Clarification of Action Items Send notes to pilot partner group by end of week Kristi to follow up with volunteers to schedule one- on-one calls to discuss packaging, positioning, and pricing of the products Ellen to send company profiles to pilot group members in PDF format for final details and changes Follow up with pilot group to discuss getting members involved to get feedback on the configuration of the product Are we missing anything?

19. Thank you! Next pilot calls will be held 1.) September 17 th at 2pm CDT 2.) September 18 th at 2pm CDT