07.11.2023
Marquette Speaking at RCRI 2023 Annual Conference 9/28
On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the…
On Tuesday, November 3, Aimee O’Connor, CFP® will be speaking at the 2026 Resource Center for Religious Institutes (RCRI) Annual Conference, “Unity & Diversity in a Synodal Church,” in St. Louis, Missouri.
Aimee will be joining a panel entitled “Strategic Legacy: Planning for Perpetual Stewardship,” with several investment professionals.
The RCRI National Conference brings together members of RCRI for a program that includes 41 workshops addressing a wide range of topics to support attendees in responding to the financial and legal issues facing their institutions. For more information, please visit the event webpage.
07.11.2023
On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the…
08.25.2022
On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes…
06.29.2022
On Wednesday, July 13th, Frank Valle, CFA, CAIA will be speaking at the Knights of Columbus Asset Advisors…
10.06.2021
On Thursday, October 28th, Nichole Roman-Bhatty, CIMA®, and Nicole Johnson-Barnes, CFA will be presenting at the Resource Center…
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