educational services, namely, conducting workshops and seminars regarding services designed to help individuals who are changing jobs or retiring to rollover their retirement plan assets to an individual retirement account

'account':30 'asset':25 'chang':16 'conduct':4 'design':10 'educ':1 'help':12 'individu':13,28 'job':17 'name':3 'plan':24 'regard':8 'retir':19,23,29 'rollov':21 'seminar':7 'servic':2,9 'workshop':5

financial services, namely, providing financial planning and advisory services designed to help individuals who are changing jobs or retiring to rollover their retirement plans to an individual retirement account

'account':29 'advisori':8 'chang':16 'design':10 'financi':1,5 'help':12 'individu':13,27 'job':17 'name':3 'plan':6,24 'provid':4 'retir':19,23,28 'rollov':21 'servic':2,9

printed educational materials designed to help individuals who are changing jobs or retiring to rollover their retirement plan assets to an individual retirement account

'account':24 'asset':19 'chang':10 'design':4 'educ':2 'help':6 'individu':7,22 'job':11 'materi':3 'plan':18 'print':1 'retir':13,17,23 'rollov':15

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