Investing and Financial Planning for Women
Posted on March 21, 2025
The Sanibel Captiva Trust Company is offering their latest Wisdom of Women program, “Investing and Financial Planning for Women by Women” at two locations this month:
Wednesday, April 9 at The Sanibel Office on 2450 Periwinkle Way, 1:00 – 2:30 PM and Thursday, April 10 at The Sanibel Captiva Trust Company office at Bell Tower in Fort Myers, 4:00 – 5:30 PM.
Each presentation will touch on the basics of investing and financial planning to include retirement, long term care, caregiving, creditor protection, titling of trusts, inheritance, estate tax and more.
Case studies will be shared on the following scenarios that commonly impact women of any age:
• Suddenly Single – Whether through divorce, incapacity or death of a spouse
• Cash Windfall – Whether from the sale of a business or other significant asset, or an inheritance
• Midlife Planning – How to make sure you have enough money to live on, what are your goals, how best to establish a legacy
Each part of the program will be presented by women of The Trust Company team:
Megan Marquardt, CFP®, CTFA, Fort Myers President, Wealth Services
Carolyn Rogers, CFRE, Senior Vice President, Wealth Services Advisor
Jodi Schwartzel, Vice President, Portfolio Manager
Ann K. Pankow, CTFA, CFP®, ChFC®, Senior Vice President, Trust Officer
Virginia “Ginny” A. Cabai, J.D., LL.M., Senior Vice President, Fiduciary Officer
Space is limited. Reservations required. Please reserve with Frances Steger at fsteger@sancaptrustco.com or call 239.472.8300.
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