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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 in consideration of novel coronavirus (COVID-19) we are taking precautions in our programs and services by offering online classes.

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

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.

Event

Financial Planning for Retirees

Course Information

Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065

Individuals who attend this course will be empowered to better manage retirement with detailed information about: retirement income, long term care, social security benefits, annuities and estate planning decisions.

Recommended for this who are already in retirement or planning to retire within the next three years.

Highlights: 

  • Recognize tax implications of distributions from employer retirement plans and individual retirement accounts
  • Examine options around retirement account rollovers
  • Discover Social Security benefits and eligibility
  • Review long term care policy features
  • Apply strategies to manage a retirement portfolio
  • Assess risk tolerance
  • Identify option when it comes to reverse mortgages
  • Discover the benefits of funeral pre-planning
  • Differentiate important features of five different types of annuities
  • Identify features for inclusion in senior home remodels
  • Ascertain estate planning tips for executors and beneficiaries
  • Discuss many current senior scams and how to avoid them
  • Evaluate steps you should take when choosing financial professionals

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.