Start Date: 3/25/2026 1:00 PM EDT
End Date: 3/25/2026 2:00 PM EDT
Organization Name:
PRMA
Contact:
The State of Women & Wealth — What Advisors Need to Know
Steph Wagner, National Director of Women & Wealth, Northern Trust; author, Fly! A Woman’s Guide to Financial Freedom and Building a Life You Love
Join Steph Wagner for a candid, timely session on the state of women and wealth today. Drawing on her personal journey to financial ownership and years leading Northern Trust’s Women & Wealth practice, Steph will unpack the distinct financial priorities, challenges, and opportunities women face across life stages. She’ll offer practical, actionable guidance advisors can use immediately to build stronger relationships with female clients, improve outcomes, and deliver services that truly align with women’s goals. Attendees will leave with clear strategies and language to better engage, retain, and empower their women clients.
Steph Wagner is a nationally recognized thought leader in women’s wealth and financial empowerment. Her passion for this work is deeply personal. Her own journey—from private equity executive to stay-at-home mom, to single mother facing financial uncertainty, to successful businesswoman—fuels her mission to help women take control of their wealth and build lives they love. Today, she serves as National Director of Women & Wealth at Northern Trust, where she leads the firm’s advisory practice for women and its
Elevating Women platform—a national program focused on building financial confidence and helping women use their wealth to create meaningful impact in their families, businesses, and communities.
Prior to joining Northern Trust, Steph spent years advising high-net-worth women navigating major life transitions such as divorce and widowhood. She also built a national consulting practice for wealth management firms seeking to better serve female clients and founded
WomenWealthyWise, a platform dedicated to advancing financial literacy and empowerment for women. Earlier in her career, she was Vice President at Gemini Investors, a Boston-based private equity firm.
A frequent media contributor, Steph’s insights have been featured in
The Wall Street Journal, The New York Times, Entrepreneur, Barron’s, Bloomberg, MarketWatch, Kiplinger, Yahoo Finance, and more. She is also the author of
Fly! A Woman’s Guide to Financial Freedom and Building a Life You Love
Steph lives just outside of Austin, Texas, and is the proud mom of three grown sons. When she’s not working or writing, you’ll likely find her cycling, hiking, on her yoga mat, or chasing after her beloved dogs.
Presented by the PRMA Women In Insurance Chapter
