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Retirement education

Virtual retirement education for your employees or members.

Help your people prepare for important retirement decisions through access to educational resources and appropriately licensed retirement professionals. Request a webinar and a Benefits Beyond Work representative will follow up about audience, objectives, and timing.

Why it helps

What ends, what continues, and what may need attention.

These webinars help people see the benefit side of retirement clearly, before the transition date arrives.

  • Coverage changes

    Medical, dental, vision, and supplemental coverage may end or change at retirement, and Medicare timing may be part of the same decision.

  • Protection that may be portable

    Some workplace coverage may include continuation, portability, or conversion options. Plan provisions control what is actually available.

  • Household and beneficiary details

    Beneficiary designations and household continuity are often overlooked during a retirement transition.

How webinars are delivered

Delivered with appropriately licensed professionals.

Retirement education involving securities-licensed activities is delivered through our retirement services partner, Lasting Mark, with appropriately licensed professionals. Benefits Beyond Work does not hold securities licenses and does not provide investment advice.

Webinars are generally available for groups of 10 or more anticipated participants. Have a smaller group? Contact us to explore available options.

Request a webinar

Request a retirement education webinar.

Tell us about your audience and timing. Your request goes directly to our team.

Step 1

What type of webinar are you interested in?

Two educational offerings are currently available: Medicare Education and Retirement Education. Selecting “Both” means you’re interested in scheduling both of those webinars.

Step 2

Tell us about your organization.

Step 3

Who is the audience? Select all that apply.

Webinars are generally available for groups of 10 or more anticipated participants. Have a smaller group? Contact us to explore available options.

Step 4

Topic interest (optional)

Retirement education

Step 5

Timing

You don’t need an exact date yet.

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By checking this box, I agree to receive text messages from Benefits Beyond Work™ regarding my inquiry, appointments, requested information, and customer service. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase. See our Privacy Policy and Terms & Conditions.

Benefits Beyond Work is an independent personal insurance agency and is not affiliated with any government agency. Webinars are educational. Product, carrier, and producer availability vary by state.