Course Information

Location: (updated 3/16/20) Online Webcast

Participants will learn how to set financial goals, create a savings plan, and plan for financial independence.

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

Highlights:

• Set up 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
• Compare the two types of IRAs
• Learn the fundamentals of investing
• Explore tips and resources for early financial independence planning

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.