Registration for this Event is Closed

Walk-ins will not be guaranteed a meal

Cash or Check Only at the Door

BREAKFAST MEETING

WEDNESDAY, JANUARY 18, 2023

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

Registration Deadline: January 11 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

(Virtual Option Not Available/Presentation Will Not Be Recorded)

WOMEN AND WEALTH 2023

STEPH WAGNER

Sponsored by American National Bank & Trust and Weeks Law Firm            

Women are creating wealth at an unprecedented rate - with 114% more women entrepreneurs than 20 years ago. The proportion of women in senior management roles globally grew to 31% in 2021. By 2030 approximately $30 trillion in wealth will be passed down from the baby boomer generation with women poised to be some of the largest beneficiaries. This dynamic will create challenges, especially for those who are at the helm of their financial life for the first time. The program will address the current state of women and wealth, as well as key opportunities for advisors to consider as they look to play a critical role in women's financial success. Attendees will learn strategies for effective collaboration among the advisory team, such as how to create a personal connection, engage team members, produce effective messaging, and how to think creatively and resourcefully. Additionally, attendees will learn how to assist the client come to an understanding of their full spectrum of needs and to identify and execute solutions.

Steph Wagner is the National Director of Women & Wealth at The Northern Trust Company. Steph is responsible for leading the firm’s advisory practice for women and oversees its Elevating Women platform. 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. Steph’s expertise has been featured in Entrepreneur Magazine, MarketWatch, Fox News, Yahoo Finance, Business Insider, Barron’s and Bloomberg. Steph is a graduate of The University of Southern California Marshall School of Business.

There are pending continuing education credits for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.

Register with the link below.

 We would like to thank the following Sponsors for their support for 2022-2023: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, Vaquero Private Wealth, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth and The Weeks Law Firm.

IMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 1/24/23)

PAYMENT IS REQUIRED FOR MEETING REGISTRATION.

$25 - Member (program and meal)

$35 - Guest (program and meal)

$15 - Member (program only/no meal)

$20 - Guest (program only/no meal)

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS