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Personal Financial

Planning Section

Tax Section

65+ Aging clients need

you more than ever.

Will you step up to the challenge?

65+ 5 1

population key areas professional

All baby boomers They need help with You can be their

will be 65 or over tax, retirement, estate, primary point of
by 2030.* risk management and contact.
investments.
*U.S. Census Bureau

Get started with free tools and resources at

aicpa.org/growadvisoryservices

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