Meeting/Event Information

Tom began his career in 1980 with John Hancock Financial Services. From 1984 to 2016 he was a financial advisor, specializing in employee benefits. He then created the Turning 65 Workshop (turning65workshop.com) to provide much-needed Social Security & Medicare learning programs for employees approaching retirement, as well as training for HR professionals. He attended the University of New Hampshire and has earned the Chartered Life Underwriter (CLU) designation from the American College of Financial Services. For many years he has been a Continuing Education instructor, working with insurance organizations, the American Bankers Association, and human resources professionals through SHRM, HRCI, and World at Work.

1. Acquire an informed understanding the challenging new retirement realities facing many older employees who are now approaching retirement.
2. Learn key Social Security & Medicare basics along with select high-priority filing issues that older employees will soon need to navigate.
3. Apply these practical insights to become a more effective 'frontline' resource for older employees.