Course Information

Location: Online Webcast

Date: Tuesday, 12/5/23

Time: 2:00 pm – 4:00 pm

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.

Retired Members: To register, email samcera@samcera.org. Please provide the name and date for the class(es) you would like to attend.