Upcoming Free Workshops

Reserve your seat. All events are free, open to the public, and require no financial background.

Spring / Summer 2026 Schedule

May
9

Social Security and Taxes

San Rafael Branch Library
1240 Nithsdale Rd, Pasadena, CA 91103
Saturday, 11:00 AM – 12:30 PM

Free Admission
May
12

Social Security and Taxes

Sea Country Senior & Community Center
24602 Aliso Creek Rd, Laguna Niguel, CA 92677
Tuesday, 6:00 PM – 7:30 PM

Free Admission
Jun
6

Social Security and Taxes

Lamanda Branch Library
140 S. Altadena Dr, Pasadena, CA 91107
Saturday, 11:00 AM – 12:00 PM

Free Admission
Jul
11

Social Security and Taxes

Yorba Linda Community Center
4501 Casa Loma Ave, Yorba Linda, CA 92886
Saturday, 1:30 PM – 3:30 PM

Free Admission

Topics Covered at Every Workshop

  • + AIME/PIA benefit calculation and the 35-year earnings record
  • + Filing age strategies: 62, Full Retirement Age, and 70
  • + Spousal, survivor, and divorced spouse benefit rules
  • + SSI and SSDI interaction with retirement benefits
  • + Provisional income and taxation of benefits
  • + The SECURE Act 10-year inherited IRA rule
  • + WEP/GPO elimination under the 2024 Fairness Act
  • + IRMAA and Medicare premium exposure
  • + Required Minimum Distribution rules (SECURE 2.0)
  • + Open Q&A

No financial background required. Attendees are encouraged to bring their most recent Social Security Statement (available at ssa.gov/myaccount).

Reserve Your Seat

Fill out the form and we will confirm your registration and send preparation materials before the event.

By registering, you consent to receive event confirmation and educational communications from the Retirement Literacy Foundation. Call: 714-584-4921.