Social Security & Medicare: The Retirement Roadmap for Older Employees (Webinar)

February 25 @ 8:30 am - February 25 @ 10:00 am

Free

A timely and practical program designed for HR and benefits professionals supporting an aging workforce. As retirement planning has grown increasingly complex, HR teams are often viewed as a frontline resource for questions around Social Security and Medicare — two of the most critical pillars of retirement in the U.S. This fast-paced, engaging session builds a confident understanding of how these programs work, why filing decisions matter, and where employees commonly encounter challenges.

Presented by Thomas Wright, former financial advisor and creator of the Turning 65 Workshop, this session covers essential topics including Social Security eligibility and filing age considerations, the earnings test, Medicare’s structure and enrollment process, and common transition pitfalls such as COBRA and HSAs. Real-life examples bring clarity to complex concepts, helping HR professionals better support employees approaching retirement — and enhancing their own knowledge in the process. Participants will receive a supplemental resource handout and earn 1.0 SHRM and WorldatWork recertification credit.