Money Matters: A Multigenerational Approach to Stewarding Wealth with Purpose

As professional women, we wear many hats (or shoes, for that matter). From leaders to caregivers, partners, business owners, and visionaries. But one of the most powerful roles we can embrace is that of a financial steward.

This engaging session is designed specifically for women who want to take control of their financial future, no matter what season of life they’re in. We’ll explore how money matters evolve through each decade of life, from building a strong foundation in your 20s and 30s, to expanding your influence and assets in midlife, to preserving wealth and leaving a meaningful legacy. Discover how values-based planning and smart financial strategies can empower you to be a confident steward of your assets

About this Money Matters session:

• Designed to help today’s professionals master the building blocks of wealth
• Conveys insights into how investors can align their personal values with their investment choices
• Provides a comprehensive financial roadmap with strategies to help women successfully navigate every life stage and milestone – and prepare for a more confident retirement

Whether you’re just beginning your financial journey or have built your empire, this session is your invitation to embrace wealth with wisdom, grace, and just the right amount of sparkle.

We look forward to seeing you!

– The Glitter Gals

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 was able to use the German she learned as an exchange student in Hannover. After earning her MBA at the London Business School, she joined the State Bank of Delano where she held roles as board member, commercial lender, CFO and bank president.

Wendy enjoys focusing on family enterprise, including succession and strategic planning. She earned the Global Educational Network Certificate in Family Business Advising by the Family Firm Institute and is active in the St. Thomas Family Business Center.

She believes in civic responsibility and is active in the local nonprofits United Way and Junior Achievement, where she teaches financial literacy and promotes economic development.

Wendy earned a Bachelor of Arts degree from St. Olaf College, where she also met her husband, Jake. Together they have three sons and a Goldendoodle, Rosie. “Free time” is often spent supporting the boys, which includes lots of basketball, wrestling, football, baseball, track, music, and humor

Jennifer is an Associate Vice President and Wealth Planning Strategist with RBC Wealth Management. Based in Minneapolis, Jennifer is part of a team that supports financial advisors in delivering strategic goals-based planning and providing their clients with a plan to meet their needs, wants and wishes. Through that approach, Jennifer focuses on helping clients accumulate wealth, fund their lifestyle, preserve their assets and create a legacy. Jennifer has been with RBC Wealth Management since 2009 and has over 18 years of experience in the financial services industry.

Jennifer’s passion for family dynamics in planning began in college when she received her Bachelor of Science degree in psychology with a concentration in marriage and family, along with a minor in general business from the University of Northwestern – St. Paul. Jennifer also passed the Series 7 and 66 exams and holds the Minnesota insurance license.

Outside the office, Jennifer can be found adventuring with her husband, homeschooling her three children, serving in her church community, recharging at the family cabin, and finally sipping that cold coffee she meant to drink hot.

Thank You To Our Partners:

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 a 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 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. Additionally, you agree to allow the sharing of your contact information, as well as the contact information of any individuals you include in your registration, with fellow attendees, speakers, and sponsors.