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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

Tax Planning Strategies

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Identify twelve essential tax planning terms.
  • Review over two dozen frequently overlooked tax deductions.
  • Learn ten necessary questions to ask before choosing a tax preparer.
  • Identify IRS audit triggers and how to avoid them.

Participants who attend this course will be better able to understand key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, estate planning, education, and children. Each participant will receive a 70-page workbook, which reviews each topic covered and provides a resource guide for assisting with tax preparation. Workbooks are only available to attendees.

Event

SamCERA Online: Developing Effective Budgeting and Spending Habits

Location: Online

Course information

Highlights include:

  • Set up a personalized monthly spending plan.
  • Identify and analyze where money is going.
  • Develop a plan to live on less and enjoy life more.
  • Uncover easy and creative ways to save.

Participants who attend this course will learn how to make better spending decisions, get out of debt, and stay on track with all financial goals. Each participant in this course will receive a 40-page workbook, which reviews each topic covered and provides resources and a glossary for future use.

Event

SamCERA Online: Tax Planning Strategies

Location: Online

Course information

Highlights include:

  • Identify twelve essential tax planning terms.
  • Review over two dozen frequently overlooked tax deductions.
  • Learn ten necessary questions to ask before choosing a tax preparer.
  • Identify IRS audit triggers and how to avoid them.

Participants who attend this course will be better able to understand key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, estate planning, education, and children. Each participant will receive a 70-page workbook, which reviews each topic covered and provides a resource guide for assisting with tax preparation. Workbooks are only available to attendees.

Event

Estate Planning: Understanding the Basics

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Discuss important reasons for estate planning.
  • Determine ways property can be transferred upon death.
  • Examine the process involved with intestate succession and probate.
  • Recognize important features of wills.

Participants who attend this course will have a greater understanding of the estate planning process in general.  Participants will learn about an easy 3-step process to set up an estate plan.  In addition, this course will help simplify the terminology and jargon used by the financial planning and legal profession.  Each participant will receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.

Post

Smart Strategies for Your Employer Sponsored Retirement Plan

Location: TBD

Course information

Information will be available soon.

Event

Investing for the Clueless

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Recognize the difference between saving and investing.
  • Strengthen your understanding of stocks, bonds, and mutual funds.
  • Review your risk tolerance.
  • Create an investment plan.

Participants who attend this course will gain a basic level of knowledge on investments and investing strategies, which will enable them to build and better manage an investment portfolio.  Each participant will receive a 45-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.

Event

Buying a Home

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Review important factors involved in deciding whether to rent or own.
  • Calculate how much of a home you can afford.
  • Recognize the difference between being pre-qualified and pre-approved for a loan.
  •  Learn to use six essential guidelines when making an offer.

With this class, you’ll develop a general understanding of the process involved in purchasing a home. This class is 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. You’ll receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.

Event

Understanding Stocks, Bonds and the Markets (Beginning Course)

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course Information

Highlights include:

  • Identify reasons for investing in stocks and bonds.
  • Learn how interest rates affect stock and bond investments.
  • Find out the risks of owning stocks and bonds.
  • Identify four essential actions to take before making investment decisions.

Participants who attend this course will develop a thorough understanding of the fundamentals of stocks and bonds. In addition, this course will help to simplify the terminology and jargon used by the financial industry. Workbooks are only available to attendees.

Event

Creating and Managing Wills and Trusts

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • 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.
  • Discover when and how to revise and/or revoke a will.

Participants who attend this course will gain important skills to better understand the importance of estate planning and understanding probate and estate taxation in order to set up and manage trusts more effectively. Each participant will receive a 50-page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.

Event

How to Research and Select Stocks

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Identify reasons for investing in stocks.
  • Learn how interest rates affect stock investments.
  • Find out the risks of owning stocks.

Participants who attend this course will gain a more in-depth understanding of how to research, study, and invest in stocks. In addition, this course will help to simplify the terminology and jargon used by the financial industry. Workbooks are only available to attendees.

Event

Retirement Planning for Mid-Career

Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Discover the impact of compounding and how to build wealth.
  • Plan more effectively for inflation.
  • Discuss the basics on stock, bond, mutual fund, and real estate investments.
  • Examine important asset allocation techniques.

With this class, you’ll be able to set up a plan and stay on track for retirement without short-changing other financial goals. You’ll also learn more about evaluating tax implications of various investments, and considering the option of early retirement. You’ll receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.

Commands