Retirement Readiness: Part 2 — The Social Security Deep Dive You Can’t Miss
They’re back—and they’re bringing the good stuff. After a packed house and rave reviews from November’s Medicare session, Kim and Derek are returning for Round Two, and this time they’re tackling one of the biggest retirement game‑changers: Social Security.
This isn’t your average info session. It’s the kind of conversation that makes you say, “Why didn’t anyone tell me this sooner?”
Why you’ll want a front‑row seat
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You’ll get a clear look at what employees are really navigating as they approach the finish line of their careers.
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You’ll understand the real challenges people face when Medicare and Social Security collide.
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You’ll walk away better equipped to support employees through one of the most important transitions of their lives.
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And honestly—Kim and Derek make a complicated topic surprisingly engaging.
If you work with employees nearing retirement, or you simply want to understand the system that affects nearly everyone, this session is the kind of insight you don’t want to hear secondhand.
Informative, practical, and surprisingly fun—this is the follow‑up session everyone will be talking about.
Kim Thomas — Presenter Bio
With more than 36 years in the financial services world, Kim Thomas has become the go‑to guide for making retirement planning feel clear, doable, and even enjoyable. A Buena Vista College finance grad, Kim specializes in investment analysis, financial wellness, and helping employees understand the big retirement questions—especially Social Security.
Armed with an impressive lineup of professional designations (CLU, ChFC, CASL, AIF) and a full suite of securities and insurance licenses, Kim brings both expertise and approachability to every conversation.
Outside the office, he’s just as dedicated to his community, serving as President of the La Vista City Council and as a board member of the La Vista Community Foundation.
Kim’s passion is simple: helping people step confidently into their next chapter.
Derek Bailey – Presenter Bio
Derek Bailey is VP of Retirement Plan Services, which is a fancy way of saying he’s chosen a career explaining 401(k) plans to people who would rather be literally anywhere else. He’s worked with corporate, nonprofit, and government groups, which means he’s explained fees, investments, and plan design to every variety of glazed-over expression imaginable. He’s a two‑time “Top 40 Under 40” award winner, which means he peaked early and has been chasing that high ever since. Derek also collected an impressive collection of acronyms—CRPS®, AIF®, NQPC and a small museum of FINRA series exams—because nothing screams “fun at parties” like listing your securities licenses.
Lunch will be served from 11:30am to 12:00pm
Session will start at 12:00pm
