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Successful Retirement Living

Event

Course Information

Location: Online Webcast

Participants will be able to plan for a successful transition from work life into a comfortable and secure retirement.

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

Highlights:

  • Plan out the goals desired for retirement
  • Assess important retirement income sources
  • Discuss how Social Security benefits are calculated
  • Identify annuities and key selection criteria
  • Assess retirement income needs and expenses
  • Review how to manage a dynamic retirement portfolio
  • Prepare to make more-informed decisions about healthcare, long-term care, and aging issues

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.