The "transition window" is from age 62 to 70. During this period of your life, you will need to make a variety of decisions- some of which are irrevocable. A wrong decision will follow you throughout retirement! These decisions include Social Security elections, Medicare enrollment, and company retirement distributions options, to name a few. Learn how to manage this "transition window" so you will have a successful retirement. MORE >

In this presentation you will learn:

* How to keep your house out of probate.
* Find out what happens if you don't have a will.
* How to use a revocable living trust.
* Why you need a power of attorney for healthcare and property.

In this presentation you will learn:

* How Medicare enrollment periods work and how to avoid late penalties.
* What you can expect to pay after going on Medicare.
* What Medicare covers and doesn't cover.
* Why you must plan for higher health care costs in retirement.
* What about Long Term Care?

In this presentation you will learn:

* When you should apply for Social Security.
* How to optimize benefits.
* When it makes sense to delay benefits.
* Strategies for coordinating spousal benefits.
* How to increase survivor benefits.

In this presentation you will learn:

* How to protect your house and income.
* What Medicare and Medicaid cover.
* Types of care: home, assisted living, and nursing home.
* How to pay for long term care without paying annual premiums.