ANCHOR LEAD IN:
LOTS OF COLLEGES REQUIRE SOME KIND OF
COMMUNITY SERVICE FOR GRADUATION THESE DAYS.
BUT THAT'S NOT THE ONLY WAY THE COLLEGE
EXPERIENCE CAN MAKE THE WORLD A BETTER
PLACE. NOW, SAVING FOR YOUR CHILD'S EDUCATION
HAS TAKEN A SOCIALLY-RESPONSIBLE TWIST. THAT'S
TODAY'S HEADS UP.

TRACK ONE Length :06
HOLLY JAMESON CARR AND HER HUSBAND MATT ARE
EXPECTING THEIR FIRST CHILD IN MAY. THEY'RE
ALREADY THINKING ABOUT COLLEGE SAVINGS -

SOT
KEY @ :08 Holly Jamesen Carr, Socially Responsible Investor
"We're trying to plan ahead so that won't be an enormous
burden on us in 17 or 18 years."

TRACK TWO Length :12
THE CARRS ARE LOOKING AT A 529 PLAN…BUT NOT
JUST ANY 529 PLAN…THEY WANT TO INVEST IN A
PLAN THAT GOES ALONG WITH THEIR ETHICS AND
VALUES - A SO-CALLED 'SOCIALLY RESPONSIBLE' 529.

SOT
KEY @ :29 Matt Carr, Socially Responsible Investor
"…businesses that respect the environment, that respect
their workers and have a real ethic that they're part of the
community."

TRACK THREE Length :11
EVERY STATE AND THE DISTRICT OF COLUMBIA NOW
HAVE SOME TYPE OF 529 COLLEGE SAVING PLAN. A
LOT OF WHAT THE PLANS OFFER IS REGULATED BY
THE FEDS…SO TO GET NEW INVESTORS, STATES ARE
TRYING TO STAND OUT!

SOT
KEY @ :48 Allen Roth, Financial Advisor
"One way of differentiating themselves is to offer socially
responsible investing."

TRACK FOUR Length :03
AND INSIDERS THINK THESE TYPES OF PLANS WILL GROW…

SOT
KEY @ :56 Jacqueline Williams Chair, College Savings Plans
Network
"Over time I think you'll see states adding these kinds of
investments."

TRACK FIVE Length :15
529 PLAN 'CAUSES' INCLUDE EVERYTHING FROM ANTI-
TERRORISM EFFORTS TO ENVIRONMENTAL CAUSES.
IF YOU LIKE WHAT A FUND STANDS FOR, DO YOUR
HOMEWORK.
THESE FUNDS ARE NOT INVESTED IN THE ENTIRE
MARKET… SOMETHING EXPERTS SAY CAN MEAN TO
LOWER LONG-TERM RETURNS AND HIGHER RISK.

SOT
KEY @ 1:19 Jacqueline Williams, Chair, College Savings Plans
Network
"Evaluate it in the same way as you would any other
investment to make sure that it's going to achieve the goals
you have by the time your child is ready to go to college."

TRACK SIX Length :04
WHATEVER YOU DO, TRY AND START EARLY - AND
PICK A PLAN YOU CAN LIVE WITH…

SOT
NO KEY Holly Jamesen Carr, Socially responsible investor
"What better example to set for our child than investing their
college education in a socially responsible way."

ANCHOR TAG:
THE COLLEGE SAVINGS PLAN NETWORK, AN
AFFILIATION OF ALL THE STATE SAVINGS PLANS, IS
UNVEILING A BRAND NEW WEBSITE THIS MONTH AT
COLLEGESAVINGS.ORG. THE SITE ALLOWS
INVESTORS TO COMPARE ALL THE FEATURES
OFFERED BY THE DIFFERENT STATE PLANS.

SOURCE LIST
This information may be posted on your website at the bottom of the NewsProNet script if your station has an extended license that includes your Web property.

Jackie Williams, Chair
College Savings Plan Network
Judith K. Cunningham
Community Outreach / Public
Relations Manager
Ohio Tuition Trust Authority
(614) 752-9350; fax (614) 466-4486
www.collegeadvantage.com

Jacqueline Williams
is Executive Director of the Ohio Tuition Trust Authority and Chair of the College Savings Plan
Network. CSPN provides an invaluable networking opportunity for all state officials to gather and share their unique innovations and experiences in an effort to improve Section 529 state college savings
plans and in turn, help the youth of this nation attain the educational goals.

Allen Roth
Financial Planner, Wealth Logic, LLC
719-955-1001
Cell: 719-360-6793
ar@daretobedull.com
Allan is the founder of Wealth Logic, LLC. He has been working in the investment world with 25 years of corporate finance. He has been finance officers of two multi-billion dollar corporations and consulted with many others while at McKinsey & Company. As part of this work and as a current honorarium finance faculty member of the University of Colorado, Allan has studied financialmarkets and the behavioral aspects of investing. He notes that large corporations tend to invest their assets in a much more logical, non-emotional manner and believes that those same techniques are just as applicable to individual investors.

Matthew Carr
Washington, DC
202-957-8878 wk
cloudyallenby@yahoo.com