"For the first time, I understood these programs- and the steps I needed to take!!"
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Social Security. Medicare.
Learning Programs for Employees Approaching Retirement. Training for HR & Benefits Professionals.
About Our programs...
For Older Employees
For Older Employees
For Older Employees
Our core Turning 65 Workshop for employees nearing retirement offers 'consumer-level' content that's essential to their financial wellbeing. Practical, focused info they want and need!
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For HR Professionals
For Older Employees
For Older Employees
We love 'training the trainers' through educational webinars on high-priority Social Security & Medicare topics such as Employee Healthcare Options at 65. For both HR Teams and individuals.
For Local CPA Firms
For Older Employees
For Local CPA Firms
Our Destination 65 presentation is specifically designed for for local CPA firms to offer as an educational event for clients who are approaching retirement. A great 'practice building' opportunity!