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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 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 Natasha

Organizing and Managing Your Finances

Course Information

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

Learn how to better organize your financial data, allowing for more accurate projections, efficient management, and a better understanding of the overall financial picture.

Highlights: 

  • Practice necessary steps to effectively organize and manage finances
  • Learn what paperwork documentation to discard, what to keep and for how long
  • Assess and modify current finances using free or subscription online app services, standalone software, or your own customized spreadsheet
  • Calculate how much to save monthly for each financial goal
  • Set up and effectively use a spending chart
  • Discuss how to save more money and accumulate more wealth
  • Understand credit scoring and how to improve your credit score
  • Determine what life changes dictate an update to your financial paperwork

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

Estate Planning – Understanding the Basics

Course Information

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

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

Understanding Federal Income Taxes (Online)

Course Information

Location: Online Webinar

Gain a better understanding of 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 dependents.

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

Highlights: 

  • Review the income and capital gains tax rates currently in effect
  • Figure taxes using both regular and AMT (alternative minimum tax) calculations
  • Navigate clearly through the estimated tax rules
  • Identify essential tax planning terms
  • Define the contribution and “catch-up” limits for your employer retirement plan
  • Distinguish between a Traditional IRA and the Roth IRA
  • Determine how investment income from stocks, bonds, and mutual funds is taxed
  • Examine the wash sale rule
  • Understand IRS home loan interest deduction rules
  • Discover what records must be kept to back up charitable donations
  • Distinguish between tax credits and student loan interest deductions for education
  • Examine tax credits for children and dependents

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 Natasha

Investing 101

Course Information

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

Gain a basic level of knowledge on investments and investing strategies, enabling them to build and better manage an investment portfolio.

Highlights: 

  • Investigate the basics of cash, bonds, stocks, mutual funds, and exchange traded funds
  • Identify bond investments based on six important elements
  • Analyze ratings to identify the risk and return potential of various bonds
  • Describe the relationship between bond values and interest rates
  • Discuss crucial factors that affect stock prices
  • Inspect mutual fund fees and expenses
  • Interpret characteristics of exchange traded funds
  • Evaluate levels of risk and return for various investments
  • Compare which types of investments match your objectives
  • Practice how to allocate, diversify, and rebalance assets in an investment portfolio
  • List essential investing guidelines

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

Understanding Stocks, Bonds and the Markets

Course Information

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

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.

Highlights: 

  • Discuss why organizations issue stocks and bonds
  • Identify reasons for investing in stocks and bonds
  • Summarize important factors that determine stock prices
  • List the important stock indexes that measure market performance
  • Describe how to read stock and bond quotations
  • Review important elements of bonds
  • Appraise the meaning of bond ratings
  • Extrapolate on how interest rates affect bond investments
  • Analyze the risks of owning stocks and bonds
  • Identify essential actions to take before making investment decisions

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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