Spousal Lifetime Access Trusts (SLAT)
A financial professional webinar that provides a deep dive into the Spousal Lifetime Access Trust strategy that can allow clients to accumulate, access, and transfer wealth.
Webinar Information:
- Attention – there is no dial-in for this webinar.
- Audio will stream through your computer speakers or mobile device. Please adjust the volume as needed.
- If you don’t have speakers, you may be able to hear the webinar by plugging in headphones.
- For best audio experience, please allow Flash on your browser. ON24 recommends these web browsers: Firefox, Chrome, IE11.
- All questions should be sent via the Q&A chat window.
Vice President, Advanced Planning Individual Solutions Group
Prudential Insurance Co of America
Karen has more than 34 years of experience in the financial services industry. Previously, she worked at The Hartford as an Advanced Markets Consultant.
Karen has been an invited speaker nationwide on a variety of retirement planning, advanced markets, and other financial topics. She has also taught continuing education courses for Certified Financial Planner’sTM, Attorneys, and Certified Public Accountants.
Born and educated in London, England, Karen has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) designations.
VP, Advanced Planning, Individual Solutions Group
Prudential
Donna is a Vice President in the Advanced Planning group of Prudential’s Individual Solutions Group. In this role she consults with Prudential’s sales force and distribution partners to provide technical knowledge and support for life insurance sales and marketing in the areas of estate and business planning, charitable giving, wealth transfer and retirement planning.
*Does not provide legal advice or practice law as an attorney for Prudential