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Classes

Overview

Financial Planning Classes

SamCERA is committed to the safety and health of our members and community, and to help curb the spread of novel coronavirus (COVID-19) we are taking precautions in our programs and services.
Starting March 12, 2020, all of SamCERA’s financial planning classes will be moving to an online format, following guidance from San Mateo County Health and the Centers for Disease Control and Prevention (CDC). 
Classes will not be held in originally planned meeting locations, but instead will be conducted remotely via webcast. 
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 njeong@samcera.org for more information.

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 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.

Court, Mosquito District and Library 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

Estate Planning – Understanding the Basics (Online)

Course Information

Location: (updated 3/16/20) Online Webcast

Participants will gain a better understanding of the estate planning process. They will learn about an easy three-step process to set up an estate plan. In addition, this course will help simplify the terminology used by the financial planning and legal professions.

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

Highlights: 

  • Discuss important reasons for estate planning
  • Determine ways property can be transferred upon death
  • Recognize important features of wills
  • Identify methods that avoid probate
  • Discuss the various ways assets can be titled

Instructor Bio:

Keith Dorney, CFP® has been an instructor with Financial Knowledge since the year 2000. Conducting personal finance seminars is a natural extension of his previous career helping NFL players with financial planning. His years of experience and engaging smile make his classes truly enjoyable.

How to Register:

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

Court, 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 Your Future (Online)

Course Information

Location: (updated 3/16/20) Online Webcast

Participants will learn how to set financial goals, create a savings plan, and plan for financial independence.

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

Highlights:

  • Set up and effectively use a spending plan
  • Calculate savings needed to achieve goals
  • Assess the power of compounding
  • Calculate the money needed to save each year for a secure retirement
  • Compare the two types of IRAs
  • Learn the fundamentals of investing
  • Explore tips and resources for early financial independence planning

Instructor Bio:

Keith Dorney, CFP® has been an instructor with Financial Knowledge since the year 2000. Conducting personal finance seminars is a natural extension of his previous career helping NFL players with financial planning. His years of experience and engaging smile make his classes truly enjoyable.

How to Register:

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

Court, 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 (Online)

Course Information

Location: (updated 3/16/20) 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

Instructor Bio:

Louise Wen, CFP® has always had a passion for helping others understand complex financial topics. Before joining Financial Knowledge in 2014, she helped clients improve their finances through financial literacy classes as well as private coaching at non-profits and community organizations.

How to Register:

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

Court, 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 (Online)

Course Information

Location: (updated 3/16/20) 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

Instructor Bio:

Andrea Roland, CFP® has been in the financial services industry for nearly 20 years. Originally from New Zealand, her world experiences and zest for life make for an engaging and entertaining class experience.

How to Register:

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

Court, 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.

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