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San Mateo County Employees' Retirement Association
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Member Education

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

Date: Monday, 5/5/25

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! 

Audience: Recommended for those who want to lay a strong foundation for their financial future. 

Learning Outcomes:

  • Illustrate the importance of setting financial goals. 
  • Discuss easy ways to create a savings plan. 
  • Identify appropriate investments. 
  • Evaluate what’s needed to create an effective budget. 
  • Analyze why it’s important to pay down debt. 
  • Evaluate how your actions affect your credit score.

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

The Early Career Advantage: Planning for Financial Independence

Course Information

Location: Online Webcast

Date: Tuesday, 5/20/25

Time: 9:00 am – 11:00 am

Secure your retirement from the outset of your career. This class equips early-career professionals with essential retirement planning strategies, empowering you to build financial stability and peace of mind for your retirement years. Learn how to set achievable retirement goals, manage debt, and make smart investment decisions. Future you will thank you!

Audience: Recommended for those who want to take charge of their retirement planning during the early years of their career. 

Learning Outcomes:

  • Understand the retirement planning landscape as an early-career professional. 
  • Formulate compelling goals. 
  • Establish and effectively use a spending plan. 
  • Calculate savings needed to achieve goals. 
  • Assess the power of compounding. 
  • Calculate the money needed to save each year for a secure retirement. 
  • Review the features of employer retirement plans. 
  • Compare the two types of IRAs. 
  • Describe the benefits of the Health Savings Account. 
  • Discuss the fundamentals of investing. Apply tips and resources for early financial independence planning.

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

Financial Goals Unlocked: Your Path to Prosperity

Course Information

Location: Online Webcast

Date: Tuesday, 6/10/25

Time: 10:00 am – 12:00 pm

How many times do we set goals that we ultimately don’t achieve? Often times, the problem isn’t you; it’s your goals! Packed with interactive exercises and thought-provoking discussion, this class helps you craft tangible and achievable financial goals that align with your values. Develop step-by-step plans, tailor savings strategies, and unlock methods for fast progress. 

Audience: The class is recommended for those who want to set goals and accelerate the achievement of those goals. 

Learning Outcomes:

  • Determine what you value. Create effective SMART goals. 
  • Construct a step-by-step plan of action.
  • Develop a savings plan for each goal. 
  • Evaluate the importance of protecting your finances. 
  • Create additional cash flow for accelerated goal achievement. 
  • Develop habits and systems that perpetuate success.
  • Identify tips for successful goal management.

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

Thriving in the Transition to Retirement

Course Information

Location: Online Webcast

Date: Thursday, 6/12/25

Time: 3:00 pm – 5:00 pm

Conquer the art of transitioning into a fulfilling retirement. This class is tailored for those nearing retirement age, providing essential strategies and insights to ensure a secure and satisfying post-work life. 

Audience: Recommended for those who want to take charge of their financial future as they approach retirement. 

Learning Outcomes:

  • Plan out the goals desired for retirement. 
  • Utilize retirement calculators to keep you on track. 
  • Assess important retirement income sources. 
  • Discuss how Social Security benefits are calculated. 
  • Assess retirement income needs and expenses. 
  • Analyze how much can be safely withdrawn from an investment portfolio. 
  • Review how to manage a dynamic retirement portfolio. 
  • Evaluate real estate options for retirees like refinancing, remodeling, and relocating. 
  • Prepare to make more informed decisions about healthcare and long-term care.

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

Coping with Financial Stress

Course Information

Location: Online Webcast

Date: Wednesday, 6/18/25

Time: 9:00 am – 9:30 am

We recognize that financial stress can evoke a range of emotions, including frustration, shame, and even a sense of failure. It’s important to remember that these feelings are normal. By participating in this lesson, you are taking a proactive step towards understanding and managing your financial stress, and you are not alone on this journey.

Learning Outcomes:

  • Identify the signs and symptoms of financial stress and recognize its impact on mental, physical and emotional well-being.
  • Evaluate the role of mindset and attitude in coping with financial stress and explore techniques for cultivating a positive and resilient mindset.
  • Apply effective coping strategies for managing financial stress, such as increasing cash reserves, seeking support, practicing self-care, and setting realistic financial 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.

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Go to LMS
Click here and jump to the County's Learning Management System (LMS) to register for a class

With LMS, you can register for upcoming SamCERA classes!

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