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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. 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 Career site via the County’s Okta single sign-on.
  2. Select “LMS Career.”
  3. Browse the course offerings by selecting “Events Calendar” under the “Learning” tab. 
  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 and Mosquito District 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

How to Achieve Your Financial Goals

Course Information

Location: 455 County Center, Room 101 – Redwood City

Discover the elements of effective goal setting and establish a plan to achieve them.  Learn tips on how to manage multiple goals, invest appropriately and the effect inflation can have on those savings and investments.

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

Instructor Bio:

Andrea Roland, CFP® has been in the financial services industry for nearly 20 years.

Event

Tax Planning Strategies

Course Information

Location: 455 County Center, Room 101 – Redwood City

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. 

Event

Retirement Planning for All Ages

Course Information

Location: 455 County Center, Room 101 – Redwood City

Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.

Highlights:

  • Plan more effectively for the impact of inflation
  • Estimate the amount of annual income needed in retirement & determine if you are on-track financially for retirement
  • Compare the different types of IRAs
  • Explain important portfolio management strategies for retirees
  • Review tax implications of distributions from employer retirement accounts

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.

Event

Creating and Managing Wills and Trusts

Course Information

Location: 455 County Center, Room 101 – Redwood City

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.

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:

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. 

Event

Buying a Home

Course Information

Location: 455 County Center, Room 101 – Redwood City

This class is recommended for first time home buyers who desire a general  overview of how to go about searching for a home, analyzing affordability, financing, offers, contingencies, and closing.

With this class, you will develop a general understanding of the process involved in purchasing a home. By working through interactive course exercises, participants will be better able to monitor their home purchase transaction.

Highlights:

  • Identify the costs of home ownership & how much of a home you can afford
  • Define important lending terms
  • Obtain necessary information about home inspections and contingencies
  • Learn to use six essential guidelines when making an offer
  • Understand the purchase process

Instuctor 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.

Event

Investing in Real Estate (Online)

Course Information

Location: Online Webinar

Participants attending this course will develop a general understanding of real estate investing. By working through course exercises, participants will be better able to make decisions investing in real estate.

Highlights:

  • Recognize the different types of real estate investing and the strategies
  • Understand important considerations for finding an investment property
  • Learn the key factors in flipping a property profitably
  • Explore considerations in buy and hold properties
  • Identify the different types of indirect real estate investing

Instructor Bio:

n/a

Event

Analyzing and Investing in Mutual Funds

Course Information

Location: 455 County Center, Room 101 – Redwood City

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. 

Event

Investing in Real Estate

Course Information

Location: 455 County Center, Room 101 – Redwood City

Participants attending this course will develop a general understanding of real estate investing. By working through course exercises, participants will be better able to make decisions investing in real estate.

Highlights:

  • Recognize the different types of real estate investing and the strategies
  • Understand important considerations for finding an investment property
  • Learn the key factors in flipping a property profitably
  • Explore considerations in buy and hold properties
  • Identify the different types of indirect real estate investing

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. 

Event

How to Research and Select Stocks

Course Information

Location: 455 County Center, Room 101 – Redwood City

Recommended for those who desire detailed information on how to make more informed stock selections. Participants will gain an understanding of how to research, study, and invest in stocks.

Highlights:

  • Learn what factors to include in your written stock selection policy
  • Discover various elements that make up a diversified stock portfolio
  • Identify key ratios used to analyze a stock’s value
  • Learn key stock selection strategies used by analysts and professionals
  • Uncover major mistakes many investors make when investing in stocks

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.

Event

How to Invest $25 a Paycheck

Course Information

Location: 455 County Center, Room 101 – Redwood City

Recommended for those who would like greater knowledge of various savings and investing vehicles, and the ability to evaluate options based on investment characteristics, account features, and costs.

Participants will gain important skills in analyzing their current financial resources, discovering many ways small amounts can be invested in stocks, bonds, mutual funds, and exchange traded funds and setting up a plan of action for achieving all their financial goals.

Highlights:

  • Identify how to invest small amounts in stocks, bonds, mutual funds, and exchange traded funds
  • Discuss how to buy stocks and bonds directly without broker commissions
  • Compare the pros and cons of investing in mutual funds, ETFs, and stocks
  • Evaluate investment risk and return potential
  • Understand the different investment accounts available to beginning investors

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.

Event

Retirement Planning for All Ages (Online)

Course Information

Location: Online Webinar

Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.

Highlights:

  • Plan more effectively for the impact of inflation
  • Estimate the amount of annual income needed in retirement & determine if you are on-track financially for retirement
  • Compare the different types of IRAs
  • Explain important portfolio management strategies for retirees
  • Review tax implications of distributions from employer retirement accounts

Instructor Bio:

n/a

Event

Money Management

Course Information

Location: 455 County Center, Room 101 – Redwood City

Participants will learn how to make better spending decisions, get out of debt, build and maintain a good credit record and stay on track with their financial goals.

Highlights:

  • Construct and prioritize a set of realistic financial goals
  • Utilize a spending plan to forecast and track monthly expenditures
  • Avoid common spending traps that hinder successful goal achievement
  • Uncover easy and creative ways to save
  • Understand the importance of establishing an emergency fund
  • Learn how to whittle down credit card and other debt quickly
  • Discover how to stay out of debt and develop wise credit habits
  • Identify important credit card terms used in disclosure statements and agreements
  • Review current credit reporting laws
  • Assess the meaning of credit scores and how they are compiled
  • Learn how to correct mistakes on your credit report

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.

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