Aimee O’Connor Speaking at Geneva Consulting Group 2022 Family Office & Wealth Management Symposium 5/18-19

April 21, 2022

On May 18th and 19th, Aimee O’Connor, CFP® will be speaking at the Naples Family Office & Wealth Management Symposium hosted by Geneva Consulting Group in Naples, Florida.

Aimee will be participating in two panels. The first, “Best Practices in Family Office & Wealth Management” will take place on Wednesday, May 18th, and the second, “Successful Marketing Strategies for the Family Office & Wealth Management Industry,” will take place on Thursday, May 19th. An owner of the firm, Aimee serves as the primary consultant on several endowment, high net worth, and family office relationships at Marquette.

Geneva’s Family Office & Wealth Management Symposium provides pertinent information and ideas from industry-leading practitioners to attendees. For more information, please visit the event webpage.