Join us to learn about planning for long-term financial stability and success. This event is free and open to all St. Mary’s alumnae, employees and friends.
Lunch will be provided.
Questions? Contact Brooke Pate via email or call 210-436-3774.
Sponsored by:
SCHEDULE
8:15 a.m.
Registration and Refreshments
University Center, Tom and Mona Mengler Conference Room
9 a.m.
Welcome and Prayer
Patricia E. Roberts, J.D., Dean, School of Law, Charles E. Cantu Distinguished Professor of Law
University Center, Tom and Mona Mengler Conference Room
9:10 to 9:50 a.m.
Finance Basics
Kristin Gawlik (B.B.A. ’96, M.B.A. ’98), Qnnect, LLC
University Center, Tom and Mona Mengler Conference Room
Breakout Sessions
10 to 10:40 a.m.
Strategic Debt Elimination: Best Practices
Delores Lenzy-Jones (B.B.A. ’82, M.B.A. ’83), CPA, CIA, CGMA: CFO Partner Eliassen Group
University Center, Conference Room B
Investments Other Than 401K Investments
Kristi Velasquez, Senior Financial Advisor, Wells Fargo
University Center, Conference Room C
10:50 to 11:30 a.m.
Breaking the Glass Ceiling (Equal Pay for Women)
Delores Lenzy-Jones (B.B.A. ’82, M.B.A. ’83), CPA, CIA, CGMA: CFO Partner Eliassen Group
University Center, Conference Room B
529 Educational Planning
Savannah Forster, Advisor, Wells Fargo
Marivel Ojeda (B.B.A. ’00, M.Acc. ’03), Director of Financial Assistance, St. Mary’s University
University Center, Conference Room C
All Participants
11:40 a.m. to 12:20 p.m.
Finding a Trusted Financial Advisor and What You Need to Know About Financial Fraud
Jacqueline Queen (J.D. ’20), Associate Attorney, Tessmer Law Firm, PLLC
University Center, Tom and Mona Mengler Conference Room
12:30 to 1:30 p.m.
Keynote Speaker and Lunch
Denise Van Wyngaardt (B.A. ’97), CEO and President, Indigo IT, LLC
University Center, Tom and Mona Mengler Conference Room
Denise Garcia Van Wyngaardt (B.A. ’97) is the CEO of Indigo IT, a government contracting business located outside of Washington, D.C., that provides IT solutions and services to the federal government and commercial clients in the areas of cloud computing, cybersecurity and IT service management.
Garcia Van Wyngaardt has instilled a values-based philosophy in Indigo IT’s culture and operations that has shaped Indigo IT into an award-winning IT service provider in a highly competitive industry.
A proud Latina and Texas native, Garcia Van Wyngaardt graduated from St. Mary’s University with a bachelor’s degree in Political Science. She was also a Public Policy and International Affairs Fellow and received her master’s degree in Public Policy from Georgetown University in Washington, D.C. Garcia Van Wyngaardt serves on the Advisory Council of Executives for the Greehey School of Business at St. Mary’s University.
