Skip to main content

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. In addition, San Mateo County employees can use these classes to count toward their 20-hour training target.

If you are registered for an online 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 samcera@samcera.org for more information.

Step-by-Step Class Registration

County & Court 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.

Mosquito District and Library Employees:

Register for classes in LMS or 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.

Retirees

To register, email samcera@samcera.org. Please provide the name and date for the class(es) you would like to attend.

Event

The Modern Employee’s Guide to Financial Literacy

Course Information

Location: Online Webcast

Date: Tuesday, 4/9/24

Time: 10:00 am – 12:00 pm

Looking for a comprehensive personal finance 101 experience? Look no further! This is your go-to course for conquering the financial landscape. Dive into setting rock-solid financial goals, crafting and sustaining savvy spending and savings plans, breaking free from debt, elevating your credit score, and initiating your investment journey. Kickstart your financial journey with prowess and chart your path to lasting prosperity!

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

How to Register:

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

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.

Event

Getting Out of Debt

Course Information

Location: Online Webcast

Date: Thursday, 4/11/24

Time: 2:00 pm – 2:30 pm

If becoming debt-free is on your goals list, Getting out of Debt is the class for you! Discover highly effective debt repayment methods and craft a personalized plan tailored to your goals.

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

How to Register:

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

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.

Event

Elevate Your Legacy: Exploring Wills & Trusts

Course Information

Location: Online Webcast

Date: Monday, 4/15/24

Time: 10:00 am – 12:00 pm

This course offers an in-depth exploration of wills, specialized trust types, and intermediate-stage concepts, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy.

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

How to Register:

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

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.

Event

Retirement Readiness: Planning for All Ages

Course Information

Location: Online Webcast

Date: Tuesday, 5/7/24

Time: 11:00 am – 1:00 pm

This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you’re just starting your career, mid-career, or approaching retirement, you’ll gain insights and strategies to secure your financial future.

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

How to Register:

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

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.

Event

Money Moves to Manage Inflation

Course Information

Location: Online Webcast

Date: Wednesday, 5/15/24

Time: 10:00 am – 12:00 pm

In today’s world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but thrive in its face. Unearth smart saving techniques, craft realistic goals, vanquish debt, boost your income, and fine-tune your investment portfolio for maximum impact. Don’t just survive inflation; let’s make your money work for you!

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

How to Register:

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

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.

Event

Estate Planning Essentials

Course Information

Location: Online Webcast

Date: Monday, 6/3/24

Time: 2:00 pm – 4:00 pm

Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure legacy.

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

How to Register:

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

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.

Event

Charting Your Path to FIRE (Financial Independence, Retire Early)

Course Information

Location: Online Webcast

Date: Thursday, 6/6/24

Time: 10:00 am – 10:30 am

Are you curious about the FIRE (Financial Independence, Retire Early) movement? Dive into the world of early retirement and financial freedom in this short, eye-opening course. Discover the principles behind FIRE, learn how to calculate yourFIRE number, and explore the diverse paths to financial independence. More importantly, you’ll gain insights to help you determine whether the FIRE lifestyle is your key to financial peace and the freedom to live life on your terms.

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

How to Register:

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

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.