Social Security & Medicare form the foundation of retirement in America, yet are not well understood. The Turning 65 Workshop was created in 2016 by Thomas Wright, who spent 30+ years working independently as a financial advisor, with a focus on employee benefits. Tom saw first-hand this widespread 'illiteracy'... and how hard it often is to find reliable, understandable, and objective information.
Unlike other presentations which have an underlying motive to promote insurance, retirement, or other financial services, we only conduct paid learning programs. This keeps our workshops unbiased and free of any hidden marketing agendas. A Turning 65 Workshop is a memorable event filled with targeted insights that capture the attention of participants... and stay with them long afterwards!
Our 'classic' Turning 65 Workshop delivers relevant, need-to-know information straight to the workplace. We offer 90-minute presentations specifically designed for older employees (typically age 60+), as well as advanced training for Human Resources & Benefits professionals.
Our popular Destination 65 program brings a similar 90-minute consumer level program to 'pre-retirement' clients of certain financial organizations, including tax accounting firms, banks, and credit unions.
90-minute workshops for employees age 60 and older. Practical 'consumer-level' content can be delivered live or by video. Always in an engaging, fast-paced presentation format.
Our educational programs for 'pre-retiree' clients are a great way for financial organizations to strengthen client loyalty and promote brand awareness in their communities.
Comprehensive advanced training workshops for HR & Benefits teams. Covering how Social Security & Medicare impact older workers. Approved for SHRM & HRCI recertification credits.
Timely and Relevant Insights about the Aging Workforce, Medicare, and Social Security.