Skip to main content

Classes

Overview

Financial Planning Classes

SamCERA’s free financial planning classes can help you learn more about financial planning, taxes, retirement, and more. Get the skills you need to take control of your financial future. These classes count toward your 20-hour training target.

Step-by-Step Class Registration

County Employees:

To register, follow the instructions below.

  1. Head to the LMS Career site via the County’s Okta single sign-on.
  2. Select “LMS Career.”
  3. Browse the course offerings by selecting “Events Calendar” under the “Learning” tab. 
  4. Click on the course you’d like to register for, and then select “Request.” LMS will then send you a confirmation email.

Need more help enrolling? Contact your department’s LMS administrator. If your administrator is unavailable, please call SamCERA at (650)599-1234, or email samcera@samcera.org.

Court and Mosquito District Employees:

Email SamCERA, at samcera@samcera.org, to make your request. Please provide the name and date for the class(es) you would like to attend.

Event

Understanding Stocks, Bonds and the Markets (Beginning Course)

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course Information

Highlights include:

  • Identify reasons for investing in stocks and bonds.
  • Learn how interest rates affect stock and bond investments.
  • Find out the risks of owning stocks and bonds.
  • Identify four essential actions to take before making investment decisions.

Participants who attend this course will develop a thorough understanding of the fundamentals of stocks and bonds. In addition, this course will help to simplify the terminology and jargon used by the financial industry. Workbooks are only available to attendees.

Event

How to Achieve Your Financial Goals

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Utilize five steps to turn dreams into goals successfully.
  • Set exciting, invigorating goals with a proven formula.
  • Evaluate the impact of compound interest and inflation on savings and investments.
  • Generate additional cash flow for accelerated goal achievement.

Participants who attend this course will learn how to set goals, make plans, and follow through on those plans for financial and life success. Interactive exercises and thought-provoking questions will stimulate participants to adopt and maintain the action habits that make personal and financial dreams a reality. Each participant will receive a 45-plus page workbook, which reviews each topic covered, and provides resources and worksheets for immediate and future use. Workbooks are only available to attendees.

Event

Buying a Home

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Review important factors involved in deciding whether to rent or own.
  • Calculate how much of a home you can afford.
  • Recognize the difference between being pre-qualified and pre-approved for a loan.
  •  Learn to use six essential guidelines when making an offer.

With this class, you’ll develop a general understanding of the process involved in purchasing a home. This class is for first time home-buyers who desire a general overview of how to go about searching for a home, analyzing affordability, financing, offers, contingencies, and closing. You’ll receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.

Event

Building Your Wealth (Retirement Planning for Mid-Career)

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Discover the impact of compounding and how to build wealth.
  • Plan more effectively for inflation.
  • Discuss the basics on stock, bond, mutual fund, and real estate investments.
  • Examine important asset allocation techniques.

With this class, you’ll be able to set up a plan and stay on track for retirement without short-changing other financial goals. You’ll also learn more about evaluating tax implications of various investments, and considering the option of early retirement. You’ll receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.

Event

SamCERA Online: Successful Retirement Living (Retirement Planning for Those Nearing or In Retirement)

Location: Online

Course information

Highlights include:

  • Plan out the types of activities and lifestyle desired for retirement.
  • Uncover four important retirement income sources.
  • Assess and project retirement income needs and expenses.
  • Make more informed decisions when considering healthcare, long-term care, and aging issues.

Participants who attend this online course will be able to plan for a successful transition from work life into a comfortable and secure retirement.  Each participant will be able to download a 45-plus page guide to be used in class and for future reference. 

Commands