The “Shadow Caregiving System”

The “Shadow Caregiving System”

Overall Rating: 4.3 /5

The "Shadow Caregiving System" - Carroll Golden

What is the “Shadow Caregiving System”?

How is it affecting multiple generations’ financial stability and investments? Incorporating extended or long-term care in a financial plan requires a difficult conversation. Starting the conversation is not enough.

Regardless of how a client defines family, there are physical, psychological, and financial implications when a child becomes the parent to their parent. More and more state governments are acknowledging the unmanageable budget impact of the cost of providing extended or long-term care to an aging population.

Learn about a three-step formula to guide client conversations into actionable, organized steps to help protect both the client and the caregiver from unraveling the financial stability that you and they work to build.


In "The 'Shadow Caregiving System'" by Carroll Golden, you will:

  1. Gain insight into who makes up the “Shadow Caregiving System.” Is it in Crisis?
  2. Discover who pays for long-term care services and provides support;
  3. Review the emergence of federal and state publicly funded LTC legislation, programs, and proposals;
  4. Learn about a flexible Three-Step Guide to conduct family conversations or help create your own approach;
  5. Consider options to provide funding and services to minimize client physical, psychological, and financial instability and/or caregiver burnout.

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.

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 Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

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.

Retirement CE Sponsor with the CFP Board of Standards

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