Money & Momentum: Owning Your Financial Power at Every Age & Stage

As women, we lead full, dynamic lives; balancing careers, families, ambitions, and the ever-evolving vision we have for our future. Through it all, one role has the power to shape every other: how we steward our financial lives.

This energizing and practical session is designed for women ready to move from simply managing money to leading with financial confidence and intention.

Together, we’ll explore how financial priorities shift across life stages, from building a strong foundation early in your career, to expanding wealth and influence in midlife, to protecting what you’ve built and creating a legacy that reflects your values. You’ll gain insights into how to align your financial decisions with what matters most to you, while building strategies that support both your present and your future.

This is not about perfection; it’s about progress, clarity, and stepping into your financial power with confidence.

In this Money Matters session, you’ll:

• Strengthen your understanding of the core building blocks of wealth
• Learn how to align your financial decisions with your personal values and goals
• Explore a practical, real-world roadmap for navigating financial milestones and transitions
• Gain tools to make informed decisions that support long-term confidence and security

Whether you’re just getting started or refining what you’ve already built, this session will meet you where you are and help you move forward with greater clarity, confidence, and control.

Because financial confidence isn’t just about numbers, it’s about freedom, choice, and the life you’re building.

Online Registration Closes September 27, 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.

Jennifer Linder 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 19 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 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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