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Instructor led
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9:00 a.m. – 10:00 a.m.
Today’s older employees are preparing to navigate new and challenging retirement realities. For many, there’s a heightened focus on gaining a more confident understanding of Social Security & Medicare.
Because HR professionals are increasingly viewed as a frontline resource for Social Security & Medicare information, it’s become important to be familiar with the basics of these programs. This fast-paced, engaging, and easy-to-understand presentation is designed specifically for this purpose. It does so by focusing on key issues from an HR perspective. The content covers the following high-priority topics in an easy-to-understand ‘Top 10 List’ format…
Sobering Retirement Statistics
Social Security: Early vs. Delayed Filing
The Annual Earnings Test
Benefits for Spouses, Survivors... and ex-Spouses
mySocial Security Online Accounts
The Medicare Choice: Original or Advantage
Medicare Premiums and High-Income Surcharges
Navigating the Enrollment Process
Still Working at 65? Medicare Meets Group!
Confused Yet? Medicare Meets the HSA
Participants receive a valuable handout of supplemental content resources in a PDF format and be entered to win a 30-minute consultation with The Turning 65 Workshop.
Presented by: Thomas Wright, a former long-time financial advisor and creator of The Turning 65 Workshop.
ASE Members: Complimentary
Non-Members: $49
Today’s older employees are preparing to navigate new and challenging retirement realities. For many, there’s a heightened focus on gaining a more confident understanding of Social Security & Medicare.
Because HR professionals are increasingly viewed as a frontline resource for Social Security & Medicare information, it’s become important to be familiar with the basics of these programs. This fast-paced, engaging, and easy-to-understand presentation is designed specifically for this purpose. It does so by focusing on key issues from an HR perspective. The content covers the following high-priority topics in an easy-to-understand ‘Top 10 List’ format…
Sobering Retirement Statistics
Social Security: Early vs. Delayed Filing
The Annual Earnings Test
Benefits for Spouses, Survivors... and ex-Spouses
mySocial Security Online Accounts
The Medicare Choice: Original or Advantage
Medicare Premiums and High-Income Surcharges
Navigating the Enrollment Process
Still Working at 65? Medicare Meets Group!
Confused Yet? Medicare Meets the HSA
Participants receive a valuable handout of supplemental content resources in a PDF format and be entered to win a 30-minute consultation with The Turning 65 Workshop.
Presented by: Thomas Wright, a former long-time financial advisor and creator of The Turning 65 Workshop.
ASE Members: Complimentary
Non-Members: $49
Credits awarded per Session. See individual Sessions for further details.
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$49.00
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9:00 a.m. – 10:00 a.m.
Today’s older employees are preparing to navigate new and challenging retirement realities. For many, there’s a heightened focus on gaining a more confident understanding of Social Security & Medicare.
Because HR professionals are increasingly viewed as a frontline resource for Social Security & Medicare information, it’s become important to be familiar with the basics of these programs. This fast-paced, engaging, and easy-to-understand presentation is designed specifically for this purpose. It does so by focusing on key issues from an HR perspective. The content covers the following high-priority topics in an easy-to-understand ‘Top 10 List’ format…
- Sobering Retirement Statistics
- Social Security: Early vs. Delayed Filing
- The Annual Earnings Test
- Benefits for Spouses, Survivors... and ex-Spouses
- mySocial Security Online Accounts
- The Medicare Choice: Original or Advantage
- Medicare Premiums and High-Income Surcharges
- Navigating the Enrollment Process
- Still Working at 65? Medicare Meets Group!
- Confused Yet? Medicare Meets the HSA
Participants receive a valuable handout of supplemental content resources in a PDF format and be entered to win a 30-minute consultation with The Turning 65 Workshop.
Presented by: Thomas Wright, a former long-time financial advisor and creator of The Turning 65 Workshop.
ASE Members: Complimentary
Non-Members: $49
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