The Turning 65 Workshop is a paid learning program.
It does NOT market insurance or other financial products.
HR professionals, CPAs, financial advisors, and employee benefit specialists are often on the 'front lines' providing practical assistance and information. We offer professional Continuing Ed programs for these key advisors, as well as private advisor-client workshops.
An innovative workplace learning experience designed to help employees better understand Social Security & Medicare- programs that are the foundation of retirement in America. We supply the tools to help older workers build a solid retirement.
The Turning 65 Workshop was created by Tom Wright, a 35-year veteran of the financial services industry. He's also an experienced seminar speaker who brings a wealth of practical knowledge- even a touch of humor- to each workshop!
"This was an excellent presentation. It was very informative for everyone in attendance, whether they were approaching age 65, were helping someone approaching 65, or still decades away from that milestone. It was delivered in a very effective, easy-to-understand manner that everyone could relate to and appreciate. All our employees benefited greatly."
HR Service Specialist
Connecticut Water Co.
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