Free retirement literacy for your community

The Foundation offers a free, ready-to-run retirement-literacy seminar program for HOAs, churches, libraries, community-ed programs, and employer benefits programs. Community partners bring the audience; the Foundation provides everything else.

What you get

• Slide deck. A 45–60 minute presentation covering the five high-stakes retirement decisions: Medicare enrollment penalties, IRMAA, Social Security claiming, Roth conversions, retirement-age viability. Each slide cites primary sources (SSA.gov, Medicare.gov, IRS.gov).
• Attendee handout. A take-home one-pager summarizing each decision, deadline, and the Foundation's free tools.
• Presenter notes. Detailed talking points for any presenter — even non-experts. Designed to be runnable by HOA board members, church staff, library coordinators, or HR managers without prior financial-planning experience.
• Pre/post survey. A short standardized survey (built on the CFPB Financial Well-Being Scale) that measures literacy delta. Results are anonymized and contribute to the Foundation's research program.
• Optional Foundation presenter. For larger groups (50+ attendees) or multi-session programs, a Foundation-trained presenter can run the seminar in person or via video.

What you bring

• A room (physical or virtual)
• An audience interested in retirement-decision literacy
• A coordinator to handle logistics (sign-up, attendance, post-seminar follow-up)

What it costs

Nothing. The Foundation funds its programs through grants, sponsorships, and a royalty-free educational license from NestPilot LLC. There are no per-seminar fees, no minimum group sizes, no commercial upsell, no advisor referrals, and no follow-up sales calls to attendees.

Sequencing

Pre-501(c)(3): Foundation seminars are running on a limited basis as the Foundation completes its formation process. To schedule a seminar in 2026, contact the Foundation directly.

Post-501(c)(3): self-service scheduling, training-the-trainer pack downloadable from the Education library, and a published seminar catalog.

Sponsoring a seminar series

If your foundation, employer, or community organization wants to fund a 4–6 seminar series in a community of choice (with sponsor recognition), see the Sponsor a Program page.