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Fall Forum | Wauwatosa

Wed, Oct 29

|

Wauwatosa

As the end of 2025 approaches, it’s the perfect time to make a plan for your charitable giving and year-end planning needs. Join us for this interactive workshop as we walk through the most beneficial tax strategies and financial moves to consider before December 31st.

Registration is closed
Fall Forum | Wauwatosa
Fall Forum | Wauwatosa

Time & Location

Oct 29, 2025, 9:30 AM – 12:00 PM

Wauwatosa, 10122 W North Ave, Wauwatosa, WI 53226, USA

About the Event

As the end of 2025 approaches, it’s the perfect time to make a plan for your charitable giving and year-end planning needs. Join us for this interactive workshop as we walk through the most beneficial tax strategies and financial moves to consider before December 31st.

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The 2026 Forbes ranking of America's Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
 

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