How it worksEmployee questionsClass formatsTopic menuWhat you receiveCheat sheetTrust
For HR & benefits teams

You shouldn't have to be the retirement expert.

Your people bring you questions about Social Security, Medicare, and retirement that you were never meant to answer. We're the team that does - onsite or virtual, as a genuine benefit for your workforce.

Book a Class Planning Call →View the Class Overview
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How it works

1

Choose your topics

Build a single lunch-and-learn or a full series from Social Security, Medicare, estate planning, and retirement taxes.

2

We come to you

Onsite or virtual, scheduled around your team. We bring the slides, the handouts, and the expertise.

3

Your team leaves ready

Plain-English answers to the decisions that keep employees up at night - plus a take-home guide.

Common employee questions we answer

These are the questions your employees bring to HR. We take them off your plate:

"Should I take Social Security at 62 or wait?"
"How does Medicare work if I'm still employed?"
"Will my retirement withdrawals affect my Medicare premiums?"
"How are my Social Security benefits taxed?"
"Do I need a trust, or just a will?"
"What should I decide before I leave work?"

Class formats

30-minute lunch-and-learnA focused intro to one topic, perfect over lunch.
45-minute workshopOne topic in depth with time for questions.
60-minute deep-diveA thorough class on a high-stakes decision.
Multi-part seriesA full curriculum across several sessions.
Onsite presentationWe come to your location and present in person.
Virtual presentationLive online for remote or multi-site teams.

What HR receives

  • Ready-to-send invitation copy for your employees
  • A promotional flyer for break rooms and email
  • A registration link to track sign-ups
  • Reminder copy to drive attendance
  • An employee resource guide to hand out
  • Optional post-class Q&A session
  • Optional private educational review for individual employees

Free download: Social Security HR Cheat Sheet

A one-page quick-reference your team can keep at their desk — the key ages, the questions employees ask most, and when to refer someone for one-on-one help. Print it, email it, or hand it out at your next benefits meeting.

Social Security HR Cheat Sheet - one-page quick reference
Download the cheat sheet (PDF) →View full size

Trusted education

Classes are taught by Ben Coles - lead educator at MyRetire, a National Social Security Advisor (NSSA) certificate holder, and a Partner and Chief Development Officer at Alliance Wealth Advisors. Read Ben's full bio →

References available upon request.

Free download

MyRetire Class Overview

A one-page overview of our retirement education classes and the topics each covers.

View the class overview →

Bring retirement education to your team

Start with a 30-minute planning call. Bring your team size, location, preferred dates, and topics so we can discuss the format and scheduling details. The call is the first step toward arranging your class.

Book a Class Planning Call →Email us your questions

Curious what your team would learn? Read sample class material →