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May 13, 2026 | 9:00 a.m. – 10:30 a.m.
This fast-paced, engaging 90-minute program examines the highly consequential coverage and enrollment issues facing employees Age 65 and older when they transition from a Group Health Plan into Medicare.
The content is specifically designed for HR and Benefits pros who want to better understand this unique healthcare landscape and the high-priority decisions facing these older employees.
Topics include...
History, Eligibility, and Exclusions
Medicare’s interesting history, basic eligibility rules, and two notable exclusions.
Medicare’s Dual Option Structure
How four ‘Parts’ are assembled to create the Original and Advantage options.
Enrollment Process and Pathways
Surprising complexities await employees as they navigate the transition into Medicare.
The All-Important SEP
The Special Enrollment Period is the focus if Medicare delayed while staying on a Group Plan.
Use Caution! COBRA & HSAs
Beware of the significant complications that Medicare eligibility creates.
Medicare HR Gameplan
Strategies to prepare employees for a successful transition from your Group Plan into Medicare.
Participants receive a valuable handout of supplemental content resources in a PDF format.
This program is pre-approved for 1.5 SHRM and World at Work recertification credit.
Presented by:
Thomas Wright, a former long-time financial advisor and creator of the Turning 65 Workshop. Tom has spoken to audiences across the United States on topics related to Social Security & Medicare. He's well known for communicating complex financial information understandably.
Cost:
ASE Members: $59
Non-Members: $69
This fast-paced, engaging 90-minute program examines the highly consequential coverage and enrollment issues facing employees Age 65 and older when they transition from a Group Health Plan into Medicare.
The content is specifically designed for HR and Benefits pros who want to better understand this unique healthcare landscape and the high-priority decisions facing these older employees.
Topics include...
History, Eligibility, and Exclusions
Medicare’s interesting history, basic eligibility rules, and two notable exclusions.
Medicare’s Dual Option Structure
How four ‘Parts’ are assembled to create the Original and Advantage options.
Enrollment Process and Pathways
Surprising complexities await employees as they navigate the transition into Medicare.
The All-Important SEP
The Special Enrollment Period is the focus if Medicare delayed while staying on a Group Plan.
Use Caution! COBRA & HSAs
Beware of the significant complications that Medicare eligibility creates.
Medicare HR Gameplan
Strategies to prepare employees for a successful transition from your Group Plan into Medicare.
Participants receive a valuable handout of supplemental content resources in a PDF format.
This program is pre-approved for 1.5 SHRM and World at Work recertification credit.
Presented by:
Thomas Wright, a former long-time financial advisor and creator of the Turning 65 Workshop. Tom has spoken to audiences across the United States on topics related to Social Security & Medicare. He's well known for communicating complex financial information understandably.
Cost:
ASE Members: $59
Non-Members: $69
Credits awarded per Session. See individual Sessions for further details.
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May 13, 2026 | 9:00 a.m. – 10:30 a.m.
This fast-paced, engaging 90-minute program examines the highly consequential coverage and enrollment issues facing employees Age 65 and older when they transition from a Group Health Plan into Medicare.
The content is specifically designed for HR and Benefits pros who want to better understand this unique healthcare landscape and the high-priority decisions facing these older employees.
Topics include...
- History, Eligibility, and Exclusions
Medicare’s interesting history, basic eligibility rules, and two notable exclusions. - Medicare’s Dual Option Structure
How four ‘Parts’ are assembled to create the Original and Advantage options. - Enrollment Process and Pathways
Surprising complexities await employees as they navigate the transition into Medicare. - The All-Important SEP
The Special Enrollment Period is the focus if Medicare delayed while staying on a Group Plan. - Use Caution! COBRA & HSAs
Beware of the significant complications that Medicare eligibility creates. - Medicare HR Gameplan
Strategies to prepare employees for a successful transition from your Group Plan into Medicare.
Participants receive a valuable handout of supplemental content resources in a PDF format.
This program is pre-approved for 1.5 SHRM and World at Work recertification credit.
Presented by:
Thomas Wright, a former long-time financial advisor and creator of the Turning 65 Workshop. Tom has spoken to audiences across the United States on topics related to Social Security & Medicare. He's well known for communicating complex financial information understandably.
Cost:
ASE Members: $59
Non-Members: $69
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