An Innovative New Program for Employees Turning Age 65

Insurance Trust has partnered with Thomas Wright, a 36-year veteran of the financial services industry to offer Maine credit unions an innovative new program for employees turning age 65. Tom has recently launched “The Turning 65 Workshop”, a training program designed to guide employees approaching age 65 through the complex decisions surrounding their Medicare-related health coverage options.

Two regional workshop events will be held this May:

  • Tuesday May 24, 2016  – Maine Credit Union Service Center in Westbrook, ME | 10:00 am-11:30 am
  • Wednesday May 25, 2016 – Hollywood Casino Hotel in Bangor, ME |  10:00 am-11:30 am

Tom says; “For a variety of reasons, many baby boomers continue to work past Medicare’s eligibility age of 65- where they are then greeted by a bewildering maze of important Medicare-related health coverage decisions. Many employers feel unprepared to assist. I’ve observed that this process often leaves everyone feeling confused and uncertain whether the right choices have been made. The Turning 65 Workshop is designed to fill that need by providing the education necessary for these employees to make informed, confident decisions.”

David Baird, President and CEO of Insurance Trust says , “We are very excited to be at the forefront of this crucial employee benefit need by offering this unique program to our member groups and their employees.”
The Turning 65 Workshop. Building a Solid Foundation for Retirement.

The Turning 65 Workshop is taught by qualified financial professionals and offered at locations throughout New England.

Save the date! Complete details and registration info will be sent to Maine credit unions soon.