About Us

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 as a financial advisor in Portland, Maine specializing in employee benefits. Tom saw first-hand this widespread 'illiteracy' in the workplace among older employees... and how hard it often was for them to find reliable, understandable, and objective information. 

Our philosophy is simple: Communicate the basics of Social Security & Medicare in an engaging way, using plain, understandable language. And we have a specific audience: Older employees who are approaching retirement- and the HR professionals who work with them. We only offer paid learning programs, so the result is reliable, unbiased information with no hidden agenda.

For Employees Approaching Retirement
Our popular 75-minute presentation is now delivered online as a pre-recorded video or a live webinar. A supplemental 30-minute HR training video covering the Group-to-Medicare transition process is also included.
 

For HR Professionals

We love 'Training the Trainers' to become more confident in their knowledge of Social Security & Medicare! We offer custom 'in-house' Team Training for organizations that want to better equip their HR Benefits staff.
 

We also offer an ongoing schedule of educational webinars for individual HR professionals. As an Approved Provider for SHRM, HRCI, and World at Work our webinars are pre-approved for recertification credit. For more info, click the "HR Webinars" tab in the menu at the top of this page.

For Business & Professional Groups

Our Social Security & Medicare programs are also available to a variety of other groups, including to Chambers of Commerce, Trade & Professional Associations, and as a client presentation for local CPA firms.