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.
1 -2| Cambridge Office Solutions Workshop
Cambridge Investment Research
13-16 | Schwab Impact 2012
Charles Schwab & Co.
15 | Women Advisors Forum
Newport Beach, Calif.
28-30 | OneVoice 2013
Financial Services Institute
San Diego (new location)
4-5 | IMCA
New York Consultants Conference
11-13 | T3
Technology Tools for Today
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
Past performance is not indicative of future results.
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New York Stock Exchange/SIPC ©2012 Raymond James
Financial Services, Inc., member FINRA/SIPC
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Raymond James Financial, Inc. 12-PCGAC-0311 9/12