KendallTodd’s Charter Borrow Smart Mentor Class Concludes Successful Session in Dallas,TX

CHAPEL HILL, NC - MARCH 12, 2008
Thirty-six top financial services industry professionals convened March 4-5 in Dallas to continue
a year-long program through which they will become Mentors to financial advisors, mortgage
lenders, Realtors, and CPAs. Each Mentor already has a co-authored their own book and been
appointed as an instructor in the prestigious National Institute of Financial Education teaching
Borrow Smart Workshops to consumers and Continuing Education for Realtors, CPAs, CFPs and
HR departments of large companies.

These Financial Educators are: Vinnie Apostolico, VA, Peter Baird, CA, Steve Carrigan, CA,
Kate Gardner, CO, Brent Gilmore, OH, Tom Griffith, OR, Larry Jackson, OR, Gregg Knight,
CA, Kent Kopen, CA, Andre Korchinski, WA, Jeff Kuns, CA, Greg Maddox, IL, Billy
Manders, AL, Liz McGiffin, CA, Brian McMahon, CA, Ryan Morton, CA, Karina Nieves, FL,
Chuck Oliver, FL, Lori Payton, ID, Shawn Perkins, CA, Ed Rivera, IL, Doug Ruland, CA, Mari
Sanchez, CA, Marcus Savage, CA, David Schmidt, CA, Andy Sikora, VA, John Slattery, FL,
Carl Spiteri, CA, Jim Stryker, WA, Jeff Thomas, VA, John Thompson, CA, Daryl Turner, FL,
Nick Walter, PA, Kyle Williams, NC, Mike Young, OR and Jeff Younger, CA.

Todd Ballenger of KendallTodd, the course’s primary instructor, applies the concept of
“ VERITAS” to emphasize the roll of the educator in enlightening consumers about how the
wealth in their house can play a large and positive role in building wealth over their lifetimes.
Following the class Billy Manders of Mobile, AL said, “Thanks so much for the value you
provided this week. I feel privileged to be included in a group of this magnitude. We can ‘quickstart’
many of the ideas that I gathered this week. I have bought an address for my education
company and put up a ‘coming soon’ banner. I have changed my title to ‘Wealth Strategist’ and
have begun writing an operational manual for my employees. You have truly succeeded in
accomplishing what you preach. I look forward to many more a-ha moments from you, your
speakers, and the brilliant wealth strategists you have assembled for this program!”

KendallTodd, Inc. is the industry leading provider of strategy, content, tools and training for
Mortgage and Financial Advisory professionals seeking to maximize clients’ wealth creation
through the management of their liabilities. Liability management includes overarching concepts
that go beyond mortgage planning and equity management to bridge the convergence of both
sides of the consumer’s balance sheet. Todd Ballenger is the author of Borrow Smart Retire
Rich, the groundbreaking book on the subject. For more information about the program or to
contact an Educator in your state, please contact:

Larry Herst
KendallTodd, Inc.
T (919) 688-8222
F (800) 859-9508
larryh@kendalltodd.com
www.kendalltodd.com