Help your workforce glide—not stumble—into retirement. In this fast-moving, two-hour session, Thomas Wright (former financial advisor and creator of the Turning 65 Workshop) will arm HR professionals with the plain-English know-how to guide employees through Social Security and Medicare. You’ll receive a concise resource packet and leave ready to turn complex rules into clear, timely answers.

What You’ll Cover:

Social Security – The Great Recalculation

• Eye-opening stats on “Peak Boomers” and Gen Xers nearing retirement
• Core Social Security & Medicare rules—and the high-stakes filing choices they trigger

Medicare – The Great Transition

• How Medicare’s four Parts combine into two coverage paths
• Enrollment timelines, Special Enrollment Period pitfalls, COBRA and HSA caveats
• A practical game plan HR can share long before an employee’s 65th birthday

You’ll Walk Away Able To:

• Explain today’s retirement income and healthcare landscape with confidence
• Steer employees through time-sensitive Social Security filings and Medicare enrollments
• Serve as the frontline expert older workers count on for reliable guidance