Women and Wealth: Connect Your Money, Your Story, and Your Life

Today, women control the majority of wealth in America. With this wealth comes more financial responsibility and complexity, often intertwined with juggling careers, caregiving, and life’s transitions.

RBC Wealth Management’s Women and Wealth Workbook is a practical guide designed to help you think comprehensively about your financial health—and identify actionable steps you can take to build more confidence in your future. You’ll find strategies designed to grow, manage, and protect your wealth, plus worksheets you can use to write your own financial story.

Objectives & Audience Takeaways

During this presentation, we will help you develop a framework to give you confidence and security in handling your wealth. This includes:

• Discovering the role money plays in your life
• Calculating financial expectations you anticipate throughout your life
• Setting goals and listing concerns you have regarding your financial future
• Developing an emergency fund and preparing for contingencies with proper insurance coverage
• Developing a plan for your legacy

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

Thank You To Our Partner:

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.

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