The Great Recalculation! Social Security, Medicare, And New Retirement Realities with Thomas Wright, CLU
Approved for 1.25 SHRM PDC's and 1.25 HRCI General HR Credits
Summary
While the Great Recession of 2008 was still within recent memory, the American workforce was again blindsided by the unprecedented disruption caused by the Covid-19 pandemic. During that time there was an early retirement exodus of older employees that became known as the Great Resignation. Those who remained had to reconsider their retirement plans- and the Social Security & Medicare decisions they are built upon. Think of this as The Great Recalculation! . This engaging, fast-paced session examines difficult realities facing today’s employees who are nearing retirement. It then covers key Social Security & Medicare basics and several specific filing challenges before concluding with retirement insights that can help achieve best outcomes. . This ‘in-the-news’ retirement-related content will be of interest to HR professionals of all experience levels, as well as those who simply want to learn more for themselves about Social Security & Medicare… America’s foundational retirement programs.
Key Takeaways
- Identify key workforce and retirement-planning challenges affecting employees who are approaching retirement, including changing economic and employment conditions.
- Explain foundational Social Security and Medicare concepts and recognize common filing considerations that may affect employees nearing retirement.
- Apply Social Security and Medicare knowledge to provide appropriate HR guidance and resources to employees navigating retirement-related decisions.
Speaker
Thomas Wright, CLU
Founder & President, The Turning 65 Workshop, LLC
Thomas Wright spent over three decades as a financial advisor, specializing in employee benefits. In 2016, he launched the turning65workshop.com to bring understandable and practical Social Security & Medicare learning programs to older employees in the workplace, and training for HR professionals. . Tom attended the University of New Hampshire and holds the prestigious Chartered Life Underwriter (CLU) designation from The American College of Financial Services. He has extensive continuing education experience with a variety of organizations, including the American Bankers Association, SHRM, HRCI, and World at Work. . Tom has presented both in-person and virtually to audiences across the country on Social Security & Medicare, and how they impact America’s aging workforce. He’s known for communicating complex financial information in ways ordinary people understand.
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