Care Planning Prevents Tearing Families Apart
Overall Rating: 4.3 /5
These are the days of unpredictable retirement health care needs.
As a result, individuals and families are faced with planning for “discordant retirements” with the added challenges of the impact on family anticipated and unanticipated limited, extended, or long-term care needs, funding, and caregiving responsibilities.
Advisors owe it to their clients – who entrust us with their retirement planning – to consider the psychological and financial realities that attach to the impact of extended and long-term care on their plans.
In "Care Planning Prevents Tearing Families Apart" by Carroll Golden, you will:
- Learn how the changing face of planning for extended or LTC affects retirement;
- Delve into how you define ROX (Return on Experience);
- Review current generational/societal caregiver availability and costs;
- Gain insight into the impact of caregiving on retirement;
- Discover retirement “life preserver” planning using 3 Simple Steps.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI is the Executive Director, Limited and Extended Care Planning Center (LECP Center) for the National Association of Insurance and Financial Advisors.
Meet Carroll Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, Executive Director, Limited and Extended Care Center (LECP) and Long-term Care Expert
Retirement planning experience
Carroll has held executive positions in brokerage distribution and corporate carriers. She has been interviewed both on radio and television, has written numerous articles, and often presents at virtual meetings and various industry conferences. As a member of the Society of Financial Service Professionals (SFP), Carroll served as Chapter President and taught continuing education (CE) classes. She served as Chairperson for both the Society of Actuaries Fifth LTC Conference and the Tenth Annual Intercompany LTCI Conference. She currently participates on the Board of Directors of the Intercompany Long-Term Care Conference (ILTCI).
Retirement planning thought leadership and expertise
Carroll has an extensive background in business development, solutions selling, risk management and insurance distribution. Carroll is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on extended and long term care. Working with the LECP Founding Sponsors, Carroll and her team at NAIFA have put together the LECP Center to rethink extended and long term care. The LECP Center will leverage technology to increase conversations, explore product and service options, build trusted relationships, and expand distribution year-round while raising consumer awareness.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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