Free Social Security Seminar FAQ
Are these Social Security workshops really free?
Yes. Every workshop and seminar is free and open to the public. The Retirement Literacy Foundation is a 501(c)(3) nonprofit (EIN 41-5062266); nothing is sold at our classes and no one takes commissions.
Where are the Social Security seminars held?
Live online on Zoom, and in person at public libraries and community centers across Southern California. Past sessions were held in Huntington Beach, Irvine, Yorba Linda, Laguna Niguel, Pasadena, La Cañada Flintridge, Temecula and Moreno Valley.
When is the next free Social Security workshop?
The next date has not been set yet. Reserve below and we will email you the date, time and place as soon as it is confirmed. You can also call 714-584-4921.
What do the workshops cover?
When to claim (62, full retirement age or 70), spousal and survivor benefits, how Social Security is taxed through provisional income, the IRMAA Medicare surcharge, required minimum distributions and the 10-year inherited IRA rule, with open Q&A.
What should I bring?
Nothing is required. If you have it, bring your latest Social Security Statement from ssa.gov/myaccount so you can apply the material to your own numbers.
Can my library, church, HOA or employer host a free Social Security class?
Yes. We teach free sessions for community groups, libraries and employers in Southern California and online. Call 714-584-4921 or email hans@retirementliteracyfoundation.org to request one.
Looking for classes in a specific area? See Social Security classes in Orange County, Los Angeles and the Inland Empire. Want a number tonight? Try the free Social Security benefit calculator.
