October 19, 2018
Please join us at Ursuline College for a Women’s Financial Planning Workshop on Tuesday, October 23, at 5:30 p.m. in our Florence O'Donnell Wasmer Gallery.
Three women financial professionals will present on important considerations for planning your financial future and charitable giving. A light dinner will be served in our inviting Wasmer Gallery, surrounded by delightful exhibit, Watercolor Ohio 2018.
There is no cost for this event, but please RSVP to Heather Pettit at 440.646.8355 or heather.pettit@ursuline.edu
Our Speakers
Janice Cackowski '01, CFP®
Janice is a founding partner of Providence Wealth Partners LLC and serves as a financial advisor, providing financial planning and wealth advisory services to individuals and families. Her primary focus includes working with traditional and non-traditional couples as well as with professional females to engage them in planning for their financial futures. She also works with people who find themselves “suddenly single” through divorce or death. Janice works hand-in-hand with these individuals as they experience a vulnerable time in their lives. She helps them take control of their finances, form individual goals and implement a plan to achieve those goals.
She has more than 20 years in the personal financial services industry. Her experience includes working for a local bank’s trust department, offering divorce planning for clients at a legal firm and, most recently, serving as a wealth advisor at a local independent advisory firm. She is the former president of the board of the Northeast Ohio Chapter of the Financial Planning Association (FPA), and has served as a host of the National FPA’s Women & Finance Knowledge Circle. A Certified Financial Planner, Janice graduated Summa Cum Laude with a BA in Business Management from Ursuline College, Class of 2001.
Katherine Esshaki Wensink, JD
Kate is an attorney at McDonald Hopkins serving clients in Cleveland, Detroit and Chicago. Kate advises clients in the areas of estate and charitable planning, estate administration, taxation, corporate law, and employment benefits planning for both individuals and corporations. She focuses her practice on estate, succession, and tax planning for business owners and their families. She blogs and speaks extensively on her areas of expertise."My broad legal background and ability to identify desired outcomes allow me to develop and implement the best estate plan for your family," she said.
Kate is a member of the Cleveland Metropolitan Bar Association, Estate Planning Council of Cleveland, State Bar of Michigan and the Iowa State Bar Association. She serves on the Case Western Reserve University Estate Planning Advisory Council, the Cleveland Museum of Art Gift Planning Advisory Committee, and she is a member and former chair of the museum's Women's Council. She earned her JD from the University of Michigan Law School at Ann Arbor in 1999. She received a BA from Purdue University in 1996.
Sarah Hannibal, CFA, CPA
Sarah is a Chartered Financial Analyst, Certified Public Accountant (inactive), with over 20 years of accounting and finance experience.
"After college, I worked at Deloitte in the Audit Department. I audited mostly financial firms; banks, brokerage firms, credit unions and credit card companies. After five years, I realized I wanted to be on the front end of the business, not reviewing everything in painstaking detail a year later. So, I did what many undecided achievers do, I went back to Business School full time. It was here I was introduced to Wealth Management as a career. It was a perfect blend of financial analysis and personal interaction for me. I accepted an internship and later a full-time job in the Associate Training Program at JPMorgan Private Bank. I worked there for five years on the brokerage desk, working with the rich and not-so-famous. I learned so much at JPMorgan and my clients and colleagues were enjoyable. However, I tired of arriving at my desk at 6:30am and resented being tethered to it all day. I only had five social lunches in five years! At the time, I was single and knew I needed to take the risk and a make change. I was living to work, not working to live. Shortly after leaving, I connected with GEM Asset Management, LLC, a nascent firm based in Michigan. I knew the founder well and agreed to start a satellite office for them. After a few months of idle bliss and a language immersion program in Argentina, I started developing my own client base. It was slow progress at first but after ten years, I have developed profound client relationships with many amazing people. I love going to work every day. Being a trusted resource for my clients is rewarding in so many ways."
Sarah holds an MBA, University of Michigan Ross School of Business with Distinction, and a BS in Accounting, Miami University, Oxford Ohio.
