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Workshop: Social Security (Timing is Everything) and Medicare (Navigate Working Past 65)

  • Employers Network 1004 South Pine Street Spartanburg, SC, 29302 United States (map)


 
 

The Employers Network is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®. This program has been pre-approved for 2.5 Professional Development Credits.

 
 

HRCI has pre-approved this activity for 2.5 General HR recertification credits toward the aPHR®, PHR®, PHRca®, SPHR®, aPHRiTM, PHRiTM, GPHR® and SPHRiTM certifications. The content of the activity submitted has met the criteria of the Approved Provider Program.

Workshop: Social Security (Timing is Everything) and Medicare (Navigate Working Past 65)


As HR Leaders, you play a crucial role in supporting employees' overall well-being, including their retirement planning. Join our specialized workshop designed exclusively for HR Leaders to gain comprehensive insights into navigating the Social Security and Medicare systems. Equip yourself with the knowledge and expertise to offer valuable advice and assistance to employees seeking guidance on retirement benefits. Throughout this workshop, we will cover the following key topics:

Social Security:

1. The Significance of Timing: Understand the critical aspects of timing when it comes to claiming Social Security benefits and its impact on employees' retirement plans.

2. Maximizing Benefits: Discover effective strategies to help employees maximize their Social Security benefits, ensuring a more secure financial future.

3. Effects on Retirement Budget: Learn how Social Security benefits can influence employees' overall retirement budget and aid in their financial planning.

4. Working and Taxes: Explore the complex relationship between working during retirement and its effects on Social Security benefits and tax implications.

Medicare:

1. Medicare Basics: Gain a comprehensive understanding of the Medicare program, its different parts, and coverage options to guide employees effectively.

2. Implications of Working Past Age 65: Learn about the considerations when employees continue to work beyond age 65 and how it impacts their Medicare coverage.

3. HR Support for Full Retirement: Discover best practices to support employees who choose to work until full retirement age, ensuring a smooth transition.

Enhance your expertise as an HR Leader and strengthen your ability to provide valuable advice on Social Security and Medicare matters. Join us for this interactive workshop, where you'll gain practical insights and tools to empower your employees in making well-informed decisions about their retirement benefits. Together, we'll create a more secure and confident workforce on the path to a successful retirement journey.
 

Presented by

Heidi Edwards (Thrivent) and Dana and Dwayne Tharpe (Tharpe Insurance Services)

schedule

January 18, 2024

2:30 PM - 5:00 PM

fee

Members: Free

Non-Members: $15 per participant

attendance

Registered participants who fail to attend a class ('no-shows') will be charged full class cost. The 'no-show' fee may not be used as a credit for another EN class, or other type of event or service.

Cancellations made less than 5 business days prior to start of class time will be charged the full class cost. Substitutions are welcome.

Earlier Event: October 4
Train-the-Trainer
Later Event: January 23
Buddy to Leader