Saving, Budgeting, and Beyond: Empowering Your Financial Journey.

Saving, Budgeting, and Beyond: Empowering Your Financial Journey.

Your financial journey deserves strategy, confidence, and a plan that reflects what matters most to you. Join us for an engaging conversation about transforming the way you think about money, building healthier financial habits, and creating a budget that supports both the life you enjoy today and the future you envision. Because financial empowerment begins with understanding your money and recognizing the possibilities that come with it.

This interactive and empowering presentation helps women at every stage of life develop a more intentional relationship with money through practical savings and budgeting strategies. Participants will explore how personal values, financial priorities, and everyday behaviors influence spending decisions, while learning how to distinguish between needs, wants, and wishes.

Let’s start building a financial foundation that works for you!

Online Registration Closes December 9, 2026

Wendy has more than 20 years of experience in financial services, primarily in banking. She worked for Commerzbank in both New York City and Frankfurt, Germany, where she utilized the German she learned as an exchange student in Hannover. After earning an MBA at London Business School, she joined the State Bank of Delano, holding roles as a board member, commercial lender, and chief financial officer and president.

Wendy focuses on family enterprise matters, including succession and wealth planning. She holds both the Certified Exit Planning Advisor and CERTIFIED FINANCIAL PLANNER® designations. These credentials reflect her dedication to upholding high industry standards in exit planning and wealth strategy, and providing ethical advisory services for business owners and their families.

Outside work, she believes in community responsibility. Wendy is active in United Way, economic development initiatives, teaching financial literacy, and Junior Achievement. She lives in Delano with her husband, Jake, their three sons, and their goldendoodle, Rosie. The family enjoys supporting their boys’ activities, which include basketball, wrestling, football, baseball, track, music, and lots of laughter.

Thank You To Our Sponsors:

Questions? For any questions about the event or others, please fill out a TeamWomen Help Desk Ticket and someone from our small-but-mighty support team will be in touch with you.

Late Policy: Please be advised that in the event of full capacity, your seat may be subject to forfeiture if you arrive more than 15 minutes late. Sold-out events often have waitlists with eager attendees ready to be seated promptly.

By attending the event, you acknowledge and accept this policy regarding late arrivals and seating forfeiture. We appreciate your understanding and cooperation in making our events enjoyable for everyone involved.

Refund Policy: Attendees can receive refunds on most signature (monthly) events up to 7 days before the event start date. Please contact us here.

Marketing: By registering for this event, you are agreeing to be included in photography and videography taken for marketing purposes.

Online Registration: Please note that online registration for TeamWomen events closes 48 hours before the start of the event.

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