There are various financial transitions within retirement that we all face at some point, and there are many smart actions that investors can take to increase their odds of success. Each scheduled class will include a look at a different transition stage and provide an analysis of various options for an investor. We will explore the major pitfalls of investor behavior, including decisions that affect taxes and distribution strategies that increase the odds of your money lasting longer. We will also look at understanding hidden fees, preparing for high medical costs, and examining the biggest mistakes an investors makes when it comes to plans for leaving a legacy. Lecture (plus questions). Facilitated Discussion.