​ Social Security & Medicare Learning Programs 
Workplace Presentations. Continuing Education Seminars. Advisor-Client Events

Look for the Turning 65 Workshop on social media 

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!

The Turning 65 Workshop

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 is a paid learning program.
It does NOT market insurance or other financial products. 

"We worked with the Turning 65 Workshop to educate a diverse group of our employees on pre-retirement planning, specifically understanding Social Security & Medicare. The presentation was customized to adapt to the audience demographics, resulting in a very informative and insightful series of presentations which applied to employees of all ages."

Jennifer Broughton-Crommett,
Assistant VP of Human Resources
Synergent Corp.