Retirement Seminar Strategic Planning 
Harness Wealth
MAY 12, 2025
Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age.
Midstream Marketing
AUGUST 13, 2024
You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. You can use networking events, seminars, and direct mail campaigns. Hosting Informative Seminars and Workshops Hosting educational seminars and workshops is a great way to teach potential clients.
Harness Wealth
MAY 12, 2025
Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age.
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