Course Information

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

Gain knowledge to make more informed decisions when considering long term care options and facing aging issues.

Highlights: 

• Discover the key factors for a prosperous retirement
• Identify the major obstacles to overcome when planning for retirement
• Plan more effectively for the impact of inflation
• Estimate the amount of annual income needed in retirement
• Determine whether you are on-track financially for retirement
• Calculate the money needed to be saved each year until retirement
• Compare the different types of IRAs
• Complete a personalized risk tolerance survey
• Explain important portfolio management strategies for retirees
• Review tax implications of distributions from employer retirement accounts
• Uncover ten crucial retiree secrets to successful retirement 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.