Updated Monday, July 28, 2014 as of 8:25 AM ET
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Women Advisors Forum/Southern California: Protect Your Legacy
by: Editorial Staff
Thursday, November 1, 2012
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How many times have you convinced yourself that you should create a succession plan, only to put off the project? Creating one - and doing it right - will not only protect your clients' futures, but also protect your own legacy.

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