 Speak to an Investment Adviser at TFO Wealth Partners  Establish your account with Ascensus: https://secure.ascensus.com/login/participant  Select your contribution amount and type (Pre‐Tax or Roth)  Select your investment choices  Designate beneficiaries Advisory services provided by TFO Wealth Partners, LLC. Enrollment Checklist Key Contacts Ascensus 888-652-8086 www.ascensus.com TFO Wealth Partners Scott Morgan 419-794-7073 smorgan@tfowealth.com