Webinar: Suddenly Single – Women Facing Unexpected Transitions Due to Widowhood or Divorce

Date: Thursday, October 22, 2020
Time: 4:30pm - 5:30pm
Location: Live Webinar
Speaker: Steph Wagner, Director of Women & Wealth, Northern Trust

By 2030, American women are expected to control two-thirds of our nation’s wealth. The biggest driver of this increase is demographics. Attracting and retaining female clients, especially those that become unexpectedly single due to divorce or the death of a spouse, will be critical for financial service and estate planning professionals to grow their practices.  

During this session we’ll discuss the mindset and unique needs of the unexpectedly single, as well as best practices to successfully advise them going forward.

Steph is responsible for leading the Northern Trust’s advisory practice for women facing unexpected transitions, such as death of spouse or divorce, and oversees the creation of content, curriculum and programming for women. Over the years, she has developed a specialized expertise in utilizing financial strategies and empowering women with the resources to become effective stewards of their wealth. Steph has also worked extensively with women across the country to help them address the financial impact of widowhood, secure equitable settlements in marriage dissolutions, and establish a solid foundation for their next chapter.

Prior to joining Northern Trust, Steph served as Managing Director and Co-Founder of Sendero Women & Wealth, a division of a registered investment advisory firm based in Central Texas. Prior to that, Steph built a national consulting practice as a financial strategist for high-net-worth women in transition. She was also the Founder and CEO of WomenWealthyWise, where she partnered with wealth management firms nationwide to strengthen their women’s initiatives. Prior to starting her businesses, Steph worked in private equity as a Vice President at Gemini Investors, a Boston-based private investment firm focused on providing capital to established, smaller middle market businesses.

Steph’s expertise has been featured in a monthly column in Entrepreneur Magazine, as well on MarketWatch, Fox News, Yahoo Finance, Business Insider and Huffington Post.

Steph is a graduate of The University of Southern California Marshall School of Business. She is currently a Governor-appointed trustee of the Texas Emergency Services Retirement System, member of Austin20, and former board president and member of Center for Community Solutions, which serves survivors of domestic violence and sexual assault.

WMEPC Members: Free
Guests: $25.00

Registrants will be emailed a link and password within 24 hours of the live event. 

Please contact Jeanna Post at admin@westernmichiganepc.org with questions.

See Upcoming Event Calendar