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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 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:

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

Preparing for Tax Season

Course Information

Location: 455 County Center, Room 101 – Redwood City

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, education, and children.

Highlights:

  • Review the income and capital gains tax rates currently in effect
  • Navigate clearly through the estimated tax rules
  • Identify twelve essential tax planning terms
  • Learn how to minimize taxes through pre-tax, tax deferred, and tax free investments
  • Uncover ten investments that provide tax advantages

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.

Commands