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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. In addition, San Mateo County employees can use these classes to count toward their 20-hour training target.

SamCERA is committed to the safety and health of our members and community, and to help slow the spread of novel coronavirus (COVID-19) we are taking precautions in our programs and services.

Starting March 12, 2020, SamCERA’s financial planning classes will be moving to an online format, following guidance provided by state and local public health officials. 

If you are registered for a financial planning class with SamCERA, you will be emailed instructions to access the webcast 1-2 days before the scheduled class. A computer and internet connection are needed to participate.

Please feel free to call us at (650) 599-1234 or email samcera@samcera.org for more information.

Step-by-Step Class Registration

County & Court Employees:

To register, follow the instructions below.

  1. Head to the LMS site via the County’s Okta single sign-on.
  2. Click on”LMS”.
  3. Browse the course offerings by selecting “Events Calendar” under the “Learning” tab or search by the course name.
  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.

Mosquito District and Library Employees:

Register for classes in LMS or 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.

Retirees

To register, email samcera@samcera.org. Please provide the name and date for the class(es) you would like to attend.

Event

How to Achieve Your Financial Goals

Course Information

Location: Online Webcast

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 encourage participants to adopt and maintain the habits that will make their dreams a reality.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

  • Utilize steps to turn goals into reality successfully
  • Set effective SMART goals
  • Establish a step-by-step plan of action
  • Learn to develop a savings plan for each goal
  • Evaluate the impact of inflation on savings and investments
  • Generate additional cash flow for accelerated goal achievement
  • Learn about appropriate investments for each goal
  • Develop habits and systems that perpetuate success
  • Discover tips for successful goal management

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.

Event

Creating and Managing Wills and Trusts

Course Information

Location: Online Webcast

Participants will gain a better understanding of the importance of wills and trusts in estate planning, focusing on understanding probate and estate taxation in order to set up and manage trusts more effectively.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

  • Explain the reasons for setting up wills and trusts
  • Review the many ways an estate can be transferred
  • Describe seven essential objectives a will can accomplish
  • Determine seven common reasons to establish a trust
  • Analyze many different types of trusts including: living, family, charitable, life insurance,testamentary, and other trusts

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.

Event

Building Your Wealth (Retirement Planning for Mid-Career)

Course Information

Location: Online Webcast

Participants who attend this course will learn key concepts in building wealth, planning for retirement, and understand common investment options.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights:

  • Investigate how to build wealth
  • Perform a retirement savings calculation
  • Evaluate the role of social security
  • Review the features of retirement plans
  • Analyze the basics of money market, bond, stock, mutual fund and other investments

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.