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 unique, consumer-level 90-minute presentaion is now delivered online in a virtual format. A supplemental HR training video covering the high-priority Group-to-Medicare transition process is included at no extra cost.
 

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. Our most popular offering is Employee Healthcare Options at 65... When Medicare-Eligibility Meets the Group Health Plan!
 

For individual HR and Benefits professionals we also offer an ongoing schedule of educational webinars. 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 Other Business & Professional Groups

Our Social Security & Medicare learning programs can be presented in a variety of other settings, including  to clients of local CPA firms, to Chamber of Commerce Groups, and to Trade Association members, to name a few.