Please join us on Thursday, August 10, at 2 p.m. ET to explore the power of SLATs. See how a SLAT can give clients accessible income for one spouse via a trustee during his or her lifetime, provide estate protection and liquidity, and minimize income and estate taxes. Don’t miss it!
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.
VP, Advanced Planning, Individual Solutions Group
Prudential
Donna Scalaro is a Vice President in the Advanced Planning Group of Prudential. 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, business, charitable, wealth transfer and retirement planning.
Donna joined Prudential in January of 2013 through the acquisition of The Hartford’s individual life division by Prudential. Prior to that, Donna had been a Director with The Hartford’s Advanced Markets group beginning in 1996. Before joining The Hartford, Donna was a practicing attorney in law firms in Connecticut for nine years, specializing in estate planning, estate settlement and elderlaw.
A graduate of Hofstra University School of Law in Hempstead, New York, Donna was cited as the distinguished graduating law school student who achieved excellence in Wills, Trusts and Estates. She completed her undergraduate work at Central Connecticut State University, New Britain, Connecticut, earning a Bachelor of Science degree in Accounting, Summa Cum Laude and ranked number one in her major. She is admitted to the bar in Connecticut.
*Not in the practice of law for Prudential