About Us

Social Security & Medicare form the foundation of retirement in America, yet are not well understood. The Turning 65 Workshop was created by Thomas Wright, who spent over 35 years in the financial services industry. Tom saw first-hand this widespread 'illiteracy'... and how hard it often is to find reliable, understandable, and objective information. 

Essential Information. Engaging Communication.

A Turning 65 Workshop delivers practical, need-to-know information in a memorable way. Our primary audiences are pre-retirees in their mid-50s to mid-60s. We believe strongly that live presentations make the strongest impression- and leave the most lasting impact- on this age group. 

Teaching. Not Selling.

Unlike many Social Security & Medicare presentations which have an underlying motive to sell insurance or financial products, we only offer paid programs to ensure there's never any hidden sales agenda. We offer memorable events filled with targeted insights that capture audience attention. 

About Our Workshops

Employee Programs

“That really was an awesome workshop session!! I really think that every employee should take this session as part of enrollment. I wish all of this information had been available to me years ago!!!”
Attendee at a recent workshop 

Continuing Education

"The Turning 65 Workshop recertification program for HR & Benefits professionals was fantastic.The presenter was enthusiastic and made the content fun to learn!
I give it 5 Stars!"
  Sylvia McCarron, HR Manager, NH

Advisor-Client Events

"Provided valuable education to our clients- and staff- in areas where we frequently have questions, don’t have ready answers, and find it difficult to find answers. A great investment in our practice!" 

David Williams, CPA, Rockport ME 

Training for HR & Benefits Teams

The American workforce is aging. And these older employees have questions about Social Security & Medicare.  
Does your HR and Benefits Team have the answers? We can make sure they do!

Team Training Overview (pdf)

Download

CONTENT- New Normal (pdf)

Download

Contact Us

Questions? Want More Info?

The Turning 65 Workshop

P O Box 964, Portland ME 04104

(207) 846-6138