educational services, namely, conducting workshops and seminars in the fields of investment management and financial planning rendered to individuals, primarily physicians, dentists, and others who are in the health care field

'care':30 'conduct':4 'dentist':22 'educ':1 'field':10,31 'financi':15 'health':29 'individu':19 'invest':12 'manag':13 'name':3 'other':24 'physician':21 'plan':16 'primarili':20 'render':17 'seminar':7 'servic':2 'workshop':5

business consultation, namely, practice transition consultation and practice enhancement consultation rendered to individuals, primarily physicians, dentists, and others who are in the health care field

'busi':1 'care':24 'consult':2,6,10 'dentist':16 'enhanc':9 'field':25 'health':23 'individu':13 'name':3 'other':18 'physician':15 'practic':4,8 'primarili':14 'render':11 'transit':5

personal financial planning, investment management, financial services, namely, retirement plan administration services, retirement and pension fund investment services, and providing financial information in the field of pensions and retirement planning, rendered to individuals, primarily physicians, dentists, and others who are in the health care field

'administr':11 'care':44 'dentist':36 'field':25,45 'financi':2,6,21 'fund':16 'health':43 'individu':33 'inform':22 'invest':4,17 'manag':5 'name':8 'other':38 'pension':15,27 'person':1 'physician':35 'plan':3,10,30 'primarili':34 'provid':20 'render':31 'retir':9,13,29 'servic':7,12,18

MERCER ADVISORS

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Goods & Services