Planning Ahead: Navigating the Financial Impact of Cognitive Decline and Caregiving

Join TeamWomen for an important and timely conversation about preparing for the financial realities of cognitive decline and caregiving.

In this educational session, financial advisor Wendy Gilmer of RBC Wealth Management will guide us through the financial considerations families often face when a loved one begins experiencing memory loss.

If you haven’t dealt with the challenge of a loved one showing signs of dementia or memory decline, chances are you will. According to the Alzheimer’s Association, the number of Americans living with dementia is expected to triple by 2050 due to increased longevity. When you add the more than 15 million people who currently provide care for family members and loved ones, it becomes clear that this disease touches nearly every family.

During this session, we will explore the financial impact of cognitive decline and caregiving, including the potential costs, the financial burden many families face, and the proactive planning strategies that can help protect both caregivers and loved ones.

Online Registration for this event ends on April 8, 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 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 from 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.

Jenna Fink holds a Bachelor’s degree in Social Work from Winona State University in Winona, Minnesota, and has been a licensed social worker since 2007. Prior to joining the Alzheimer’s Association, she served as a social worker in nursing facilities, where she specialized in memory care, long-term care, and short-term rehabilitation.

Since 2010, Jenna has been a dedicated member of the Alzheimer’s Association®, where she currently serves as the Associate Director of Community Services for the Minnesota-North Dakota Chapter. In this role, she oversees education and outreach initiatives, as well as metro-based early-stage programming. Jenna collaborates with corporate partners and community organizations to promote dementia education and its positive impact on employees and the broader community. She also provides leadership and support for the Association’s 24/7 Helpline services.

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