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Retirement & Aging Preparedness Training for HR & Benefits Teams:

  

Helping HR and Benefits professionals bridge the gap between retirement planning and real-world aging challenges

 

 

Are Retirement Gaps Adding to HR’s Burden?

Take This 5-Question Assessment to Find Out!

Get the Free Assessment!

Guiding Employees & Clients on Retirement – What to Anticipate:

Your employees are looking to HR for more than just retirement savings guidance. They need real answers to real-life retirement challenges:

  • How do I know if I should choose Original Medicare or a Medicare Advantage plan?
  • What happens when I need care after surgery—what if I can’t go home right away?
  • How do I know if my Medicare plan will cover the healthcare services I might need as I age?
  • What can I do now to ensure my home and health support me for years to come?

These aren’t just benefits questions—they’re aging, healthcare, and quality-of-life concerns. When HR teams are equipped to provide the right guidance, employees know they are in trusted and capable hands. 

 

I complement your HR team on retirement education—ensuring pre-retirees have expert guidance on Medicare, aging in place, critical documents, and long-term wellness planning.

Meet Sita:

 

Workplace perspectives on supporting employee wellness and preparedness through retirement have evolved significantly—and I approach my work through several critical lenses. As a Doctor of Physical Therapy and Certified Senior Advisor®️, I bring clinical, caregiving, and real-world healthcare insight to help HR and Benefits teams bridge the gap between retirement planning and the realities employees face as they age. Having worked across hospital and home health settings, and through personal experience navigating complex aging and healthcare decisions within my own family, I understand how Medicare choices, health events, and functional changes directly impact employees’ confidence and outcomes in retirement.

Through expert-led education and consulting, I equip organizations to better support pre-retirees—reducing uncertainty, easing HR burden, and helping employees transition into retirement feeling prepared, supported, and confident.

  

Is Your HR Team Factoring in a Critical Piece of Retirement Planning?

 

Take this quick 5-minute quiz to identify gaps in employee retirement support—and free up HR’s time by ensuring pre-retirees get the guidance they need from an expert.

 

Download the Assessment!

Solutions for Your Business:

 

✔️ Retirement & Aging Preparedness Training

Empower your employees to navigate retirement with confidence. My expert-led workshops cover Medicare, home safety, critical documents, and long-term health—easing HR’s burden while ensuring employees make informed decisions.

 

✔️ Custom Consulting & Advisory Services 

Every company’s workforce has unique retirement concerns. I provide tailored strategies and 1:1 employee support to help your team bridge knowledge gaps and streamline retiree transitions.

 

✔️ Executive & HR Training

Ensure HR and leadership teams have the insights they need to answer employee concerns effectively. My training programs provide a structured approach to pre-retirement education, reducing administrative stress and costly knowledge gaps.

Book A Free Consult to Discuss Your Needs!

Why This Matters:

 

Retirement isn’t just a financial transition—it’s a life transition. Without proper guidance, employees risk poor decisions, unnecessary stress, and unexpected healthcare costs.


By providing structured, expert-led retirement education, your business will:

 

âś… Reduce HR workload by offering pre-retirees expert guidance on key aging concerns

 

âś… Boost employee retention and morale by demonstrating long-term support

 

âś… Minimize costly healthcare mistakes by ensuring employees make informed Medicare and aging-related decisions

 

✅ Strengthen company culture by positioning your business as one that truly cares about employee well-being—even beyond their working years