UP
FRONT
Protect Your Legacy
Take care of your clients’ futures as well as your own
Women Advisors Forum/Southern California
How many times have you convinced yourself that you should create a succes- sion plan, only to put off
the project? Creating one — and doing it
right — will not only protect your clients’
futures, but protect your own legacy.
Succession and business continuity
plans will be one of the topics covered
at the next Women Advisors Forum,
set for Nov. 15 in Newport Beach, Calif.
Whether you provide financial advice
through a major wirehouse, regional
brokerage, bank, independent firm or
RIA, this forum is your opportunity to
meet and learn from other high-rank-
ing women advisors.
calendar
November
1 -2| Cambridge Office Solutions Workshop
Cambridge Investment Research
Fairfield, Iowa
(877) 423-4742
joincambridge.com
13-16 | Schwab Impact 2012
Charles Schwab & Co.
Chicago
(866) 405-2516
impact.schwab.com
15 | Women Advisors Forum
SourceMedia
Newport Beach, Calif.
(800) 803-8456
financial-planning.com/
conferences/wafc
January
28-30 | OneVoice 2013
Financial Services Institute
Broker-Dealer Conference
San Diego (new location)
(888) 373-1840
financialservices.org
February
4-5 | IMCA
Investment Management
Consultants Association
New York Consultants Conference
New York
imca.org
11-13 | T3
Technology Tools for Today
Miami
(303) 770-3377
technologytoolsfortoday.com
The cream of the crop. The best and the brightest. The heads of the class. We call them colleagues.
Over the years, we’ve been fortunate to work alongside some of
the industry’s most capable and
successful ;nancial advisors.
Yet, there was more than just
good fortune at work. Since our
founding, Raymond James has
been committed to the idea that
the best way to serve investors
is by supporting their advisors.
So for 50 years, we have offered
advisors like you full access to
the strength, resources and capabilities of our ;rm. We’ve been
rewarded with the chance to serve
some of the best and brightest –
and we thank them for the privilege.
Find out how you can join them at
JOINRAYMONDJAMES.COM.
JOINRAYMONDJAMES.COM
866.618.8065
Past performance is not indicative of future results.
©2012 Raymond James & Associates, Inc., member
New York Stock Exchange/SIPC ©2012 Raymond James
Financial Services, Inc., member FINRA/SIPC
Raymond James® is a registered trademark of
Raymond James Financial, Inc. 12-PCGAC-0311 9/12
