REGISTER
Join us Thursday, June 8, at 2 p.m. ET to find out how to prepare businesses and business owners to pass their business to the next generation. Karen Hofmann, CLU®, ChFC®, CASL®, Vice President, Advanced Planning, will review: the small business market and opportunity, the barriers and objections to business continuation, and how to select and fund a buy-sell agreement.
Vice President, Advanced Planning
Prudential Financial, Inc.
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.
Director, Advanced Marketing
Prudential Financial, Inc.
Stephanie Winiarski joined Prudential’s Advanced Planning team in 2019. In her role, she focuses on marketing and communication to help the team develop best in class materials that make advanced strategies accessible to all audiences. Prior to joining Advanced Planning, Stephanie started her career at Prudential as a Marketing Manager, a role she held for six years.
Stephanie holds a bachelor’s degree from Boston College and master’s degree in business administration (MBA) from the University of Connecticut. She currently resides in Connecticut.