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Next VA CE Opportunity 11/20!
Instructor: Carroll S. Golden
CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP
About Carroll... Carroll Golden is one of the financial services industry’s leading authorities on long-term care, longevity planning, and the financial impact of aging. For more than three decades, she has worked at the intersection of insurance, retirement planning, and advisor education, helping financial professionals and organizations prepare clients for one of retirement’s greatest—and often most overlooked—financial risks: the need for extended care.
Throughout her distinguished career, Carroll has held executive leadership roles across insurance carriers, distribution organizations, and consulting, earning a reputation as one of the industry’s foremost experts on extended care planning. Her unique perspective allows her to bridge product knowledge, planning strategies, and real-world client conversations, giving advisors the confidence to address complex topics with clarity and compassion.
In recognition of her decades of leadership and lasting contributions to the profession, Carroll received the prestigious Intercompany Long-Term Care Insurance (ILTCI) Recognition Award—one of the industry’s highest honors celebrating individuals whose work has significantly advanced long-term care planning, education, and innovation.
From "Yes" to "How":
From "Yes" to "How":
Preparing for What Changes Hands...
Preparing for What Changes Hands...
And What Doesn't
And What Doesn't
VA Insurance CE Course #230478 , 1hr L/H
DATE: Friday, November 20, 2026
TIME: 11am-12pm
LOCATION: The Comfort of Your Home or Office
Join Carroll Golden, Executive Director of NAIFA's Knowledge Centers, as she explores the Three Great Transfers that are reshaping how families plan, spend, and care for one another: The Great Wealth Transfer, The Great Stuff Transfer, and The Great Responsibility Transfer.
Each one opens a door for insurance and financial professionals who know where to look. Your clients have already said “yes” to protection. Now they need to know “how” it will protect them and their family. The professional who answers that question earns the next generation.
Our course (230316) is a Non-Company/Non-Agency sponsored virtual course (no test) approved for 1-hour L/H CE credit in Virginia. Please note that this is a Virtual Meeting powered by Zoom. In order to get CE credit your system requirements must include a computer or device that allows you to view the presentation (visual capability) and offers audio capability. Meaning you can't receive credit if you just dial in. You'll be asked to answer questions when prompted.
COST: No Charge for NAIFA-VA Members
Non-member Rate: $15.75/hr
Members Please Click Here to register.
Non-Members please call 804.747.6020 or
email marie@naifa-virginia.org to register.
** Remember the rules for CE compliance have changed.
Bank as many credits as you can so that you don't miss your
birth month odd/even deadline.
Upcoming VA Insurance CE Webinars
Upcoming VA Insurance CE Webinars
Friday, December 18th, 2026 ~ 11am-12pm
Effective Income Planning with Trusts
Course #230508 - 1hr LH
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