• Workshops
• Seminars
• Financial Education
• Videos

SamCERA Education

SamCERA offers a Retirement Workshop, a Retirement Seminar, and Financial Education. Both offer valuable information tailored to the audience based on how much time they have until retirement.

The staff also recently created a new online employee orientation video that provides information on SamCERA benefits. Links to the entire video, and specific sections are below.

Workshop - "Ready to Retire"
The workshop is for those members for which retirement is imminent. Members should attend this workshop within six months of retirement. Workshops are offered when SamCERA expects to process a larger than normal number of retirement applications, usually from November through March.

The purpose of the workshop is to go over the mechanics of the retirement process and discuss other steps members should take before retirement.

Future workshops will feature a representative from the Benefits Division of the Human Resources Department, who will go over medical, dental and vision insurance information.

Attendance at the workshop is managed by SamCERA staff. Members must sign up through SamCERA directly in order to attend.

Seminar - "I'm Eligible to Retire, What Now?"
The seminar is for those three years to six months from retirement and is essentially a 'refresher course' on the features of the retirement plan.

Subjects include things members can do to enhance their benefit and how to calculate their benefit. This seminar also features presenters from the Benefits and Health & Fitness Divisions of the Human Resources Department who discuss life in retirement, available medical insurance options and information on deferred compensation.

Attendance is managed by the County Learning Management System (LMS). Members must sign up through LMS to attend.

SamCERA’s Financial Education Program

SamCERA has partnered with Financial Knowledge Network to provide financial education to members. Financial Knowledge Network is well known and respected throughout the industry for providing ‘conflict free’ education. This means the instructors will not offer to sell financial products or their services to students of their classes. Both SamCERA and Financial Knowledge Network believe that this approach eliminates the stress on all parties that is very often a barrier to learning.

Classes will be offered in various topics such as estate planning, tax planning, selecting stocks, and managing your own portfolio. For a complete listing of course offerings, dates and times and course descriptions, log in to the Learning Management System (LMS).

Educational Videos

**Coming Soon**