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Destination 65. The New Retirement Roadmap for Social Security & Medicare

Destination 65. The New Retirement Roadmap for Social Security & Medicare!

The retirement landscape has undergone profound shifts in recent decades. Today’s older employees are preparing to navigate new and challenging realities. For many, there’s a heightened focus on gaining a more confident understanding of Social Security & Medicare - the twin pillars of retirement in America.
Within their organizations, many HR professionals are increasingly viewed as a resource for retirement information including familiarity with the basics of Social Security & Medicare. This fast-paced, engaging, and easy-to-understand presentation highlights these high-priority topics from an HR perspective:
History, Eligibility, FICA
Notable highlights of America’s foundational social insurance programs.

Filing Age Factors
Implications of filing at different ages, including Early or Delayed filing adjustments.

The Annual Earnings Test
Potentially significant consequences for employees who file early and continue to work.

Medicare’s Dual Option Structure
How four ‘Parts’ are assembled to create the Original and Advantage options.

Solving the Enrollment Puzzle
A confusing array of choices awaits employees Age 65+ when they transition into Medicare.

Medicare HR Game Plan
Strategies to prepare employees for a successful transition from the Group Plan into Medicare.

Using real-life illustrations that are relevant and practical, this retirement and benefits 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.
Participants receive a valuable Handout of supplemental content resources in a PDF format.
This program is pre-approved for 1.0 SHRM and World at Work recertification credit.
When
10/20/2026 10:00 AM - 11:00 AM
Central Daylight Time
Where
Virtual Session

Please sign in or create an account to register.