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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

Developing Effective Budgeting and Spending Habits (Online)

Course Information

Location: Online Webinar

The online class is recommended for those who wish to develop more effective ways to budget and spend money. Participants who attend this course will learn how to make better spending decisions and stay on track with all their financial goals.

Highlights:

  • Learn how to set up a personalized monthly budget
  • Examine common spending traps and how to avoid them
  • Develop a plan to better monitor your spending
  • Uncover easy and creative ways to save
  • Discuss the importance of setting up an emergency reserve fund

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

How to Research and Select Stocks

Course Information

Location: 455 County Center, Room 101 – Redwood City

Recommended for those who desire detailed information on how to make more informed stock selections. Participants will gain an understanding of how to research, study, and invest in stocks.

Highlights:

  • Learn what factors to include in your written stock selection policy
  • Discover various elements that make up a diversified stock portfolio
  • Identify key ratios used to analyze a stock’s value
  • Learn key stock selection strategies used by analysts and professionals
  • Uncover major mistakes many investors make when investing in stocks

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.

Event

Retirement Planning for All Ages

Course Information

Location: 455 County Center, Room 101 – Redwood City

Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.

Highlights:

  • Plan more effectively for the impact of inflation
  • Estimate the amount of annual income needed in retirement & determine if you are on-track financially for retirement
  • Compare the different types of IRAs
  • Explain important portfolio management strategies for retirees
  • Review tax implications of distributions from employer retirement accounts

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.

Event

Smart Strategies for Your Employer Sponsored Retirement Plan

Course Information

Location: 455 County Center, Room 101 – Redwood City

Those who desire a greater ability to make informed investment decisions about their employer sponsored retirement plan. Participants will gain an understanding of how the 457 Plan can be a powerful vehicle for retirement.

Highlights:

  • Discover important retirement plan features concerning enrollment, contributions, plan rule changes, matching, and vesting
  • Learn how to factor in the impact of inflation when planning for retirement
  • Evaluate the ramifications of plan rollovers, transfers, and distributions
  • Define mutual fund terminology and fund types
  • Avoid common retirement plan investing mistakes

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.

Event

Estate Planning – Understanding the Basics

Course Information

Location: 455 County Center, Room 101 – Redwood City

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.

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.  

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.

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