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Member Education

Overview

Member Education

Which member education opportunity is right for you?

SamCERA offers seminars and workshops to help you get ready for retirement. We’ll help you find the right one!

Early- to Mid-Career

Financial Planning Classes

If retirement is still a long way away, take advantage of our financial planning classes, which can help you build a solid financial foundation for your future. Plan ahead so you can make your financial decisions on your own terms.

Late-Career

“I’m Eligible to Retire, Now What?” – SamCERA’s Full-Day Retirement Seminar

If you’re within three years to six months from retirement, you should enroll in SamCERA’s retirement seminar. More details below. 

Financial Planning Classes

If you’re nearing retirement, SamCERA has a number of financial planning classes you might find interesting. The classes cover topics like: Successful Retirement Living, Wills and Trusts, Estate Planning, and much more. 

End of Career: Retiring Within Six Months

“Ready to Retire” – the Pre-Retirement Workshop

If you’re considering retirement within the next six months, make sure to enroll in SamCERA’s retirement workshop. More details below. 

Financial Planning Classes

Even if retirement is imminent, SamCERA offers a number of financial planning classes which can help you plan a healthy and successful retirement. Take a look at the current course offerings here

Retirees

Financial Planning Classes

Retirees are eligible to attend SamCERA’s financial planning classes. Many of the courses offered can help you stay on top of your finances and manage your retirement income wisely. Take a look at the current course offerings here

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.

Overview

“I’m Eligible to Retire, Now What?” – SamCERA’s Half-Day Retirement Seminar

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 benefits through service purchases and upgrades, as well as how to calculate benefits. You’ll also get information about life in retirement, available medical insurance options and information on deferred compensation.

This seminar typically features presenters from SamCERA, Social Security, San Mateo County Benefits, and a representative from MassMutual.

Overview

“Ready to Retire” – the Pre-Retirement Workshop

SamCERA recommends that all members planning to retire within the year attend the pre-retirement workshop. Workshops are typically offered several times of year from July through January. 

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

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

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