The Sanibel Captiva Trust Company announces a complimentary speaker luncheon series “Wisdom of Women” (WOW) in February and March with topics for women including philanthropy, estate planning and pioneering.
“Women rely on each other for references, guidance, thoughtful conversation and trust,” said Megan Marquardt, senior vice president, wealth services for The Sanibel Captiva Trust Company. “We are proud to offer these empowering, relevant lectures featuring fascinating women shaping our community and our world.”
The events are from 11:30 a.m. to 1 p.m. at Robb & Stucky, 13170 S. Cleveland Ave., Fort Myers, and include a complimentary luncheon.
Programs include:
- Wednesday, Feb. 8: “Harness the Power of Philanthropy,” with Jeannie Infante Sager, director of the Women’s Philanthropy Institute at the Lilly Family School of Philanthropy. The presentation will include the latest information on how women give, research on how gender shapes giving behaviors and trends in women’s and girls’ organizations in the U.S. The presentation will offer giving strategies and tax effective ways to give now and later.
- Thursday, March 9: “Protect Your Castle,” with attorney Janet Strickland, who specializes in wills, trusts and estate planning. She will talk about decisions women need to make when they become single through divorce or death of a spouse or partner, including money management, issues with children and how to date again without sharing too much information.
- Thursday, March 30: “Paving the Way,” with Damyanti “Rani” Gupta, the first degreed female engineer at Ford Motor Co.; mother of neurosurgeon and CNN’s Chief Medical Correspondent Dr. Sanjay Gupta. Rachel Pierce, former NBC news anchor and owner of the Rachel Pierce Art Gallery on Sanibel will interview Gupta about being an immigrant separated from her parents, a woman in a male-dominated industry and what she tells her granddaughters about the glass ceiling. The program will cover generational gifting.
“This is an ideal opportunity to continue to inspire women in all stages of life, while learning, sharing and making a difference,” said Carolyn Rogers, senior vice president, wealth services advisor.
Seating is limited, and registration is required. Programs are intended for guests who have $2 million in investible assets and higher. Contact Frances Steger at fsteger@sancaptrustco.com or call 239-472-8300.
About The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company is an independent trust company with $3.6 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices are located in Sanibel, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. For information, visit SanCapTrustCo.com.
