Skip to main content

Member Education

Overview

Member Education

Which member education opportunity is right for you?

SamCERA offers seminars and workshops to help you get ready for retirement. We’ll help you find the right one!

Early- to Mid-Career

Financial Planning Classes

If retirement is still a long way away, take advantage of our financial planning classes, which can help you build a solid financial foundation for your future. Plan ahead so you can make your financial decisions on your own terms.

Late-Career

“The Road to Retirement” – SamCERA’s Half-Day Retirement Seminar

If you’re within six months to three years from retirement, you should enroll in SamCERA’s retirement seminar. More details below. 

Financial Planning Classes

If you’re nearing retirement, SamCERA has a number of financial planning classes you might find interesting. The classes cover topics like: Successful Retirement Living, Wills and Trusts, Estate Planning, and much more. 

End of Career: Retiring Within Six Months

“Ready to Retire – The Countdown to Retirement” – the Pre-Retirement Workshop

If you’re considering retirement within the next six months, make sure to enroll in SamCERA’s retirement workshop. More details below. 

Financial Planning Classes

Even if retirement is imminent, SamCERA offers a number of financial planning classes which can help you plan a healthy and successful retirement. Take a look at the current course offerings here

Retirees

Financial Planning Classes

Retirees are eligible to attend SamCERA’s financial planning classes. Many of the courses offered can help you stay on top of your finances and manage your retirement income wisely. Take a look at the current course offerings here

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.

SamCERA is committed to the safety and health of our members and community, and to help slow the spread of novel coronavirus (COVID-19) we are taking precautions in our programs and services.
Starting March 12, 2020, SamCERA’s financial planning classes will be moving to an online format, following guidance provided by state and local public health officials. 
If you are registered for a financial planning class with SamCERA, you will be emailed instructions to access the webcast 1-2 days before the scheduled class. A computer and internet connection are needed to participate.
Please feel free to call us at (650) 599-1234 or email samcera@samcera.org for more information.
Overview

Retirement Seminars

Planning your retirement can be overwhelming, especially with all the choices you have to make. These seminars will provide information to help you make sure you’re on the right path.

Commands