Course Information
Location: Online Webcast
Gain a better understanding of key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, education, and dependents.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Review the income and capital gains tax rates currently in effect
- Figure taxes using both regular and AMT (alternative minimum tax) calculations
- Navigate clearly through the estimated tax rules
- Identify essential tax planning terms
- Define the contribution and “catch-up” limits for your employer retirement plan
- Distinguish between a Traditional IRA and the Roth IRA
- Determine how investment income from stocks, bonds, and mutual funds is taxed
- Examine the wash sale rule
- Understand IRS home loan interest deduction rules
- Discover what records must be kept to back-up charitable donations
- Distinguish between tax credits and student loan interest deductions for education
- Examine tax credits for children and dependents
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
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.
Course Information
Location: Online Webcast
Date: Monday, 10/21/24
Time: 2:00 pm – 4:00 pm
In today’s world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but thrive in its face. Unearth smart saving techniques, craft realistic goals, vanquish debt, boost your income, and fine-tune your investment portfolio for maximum impact. Don’t just survive inflation; let’s make your money work for you!
Learning Outcomes
- Explain what inflation is and how it is measured.
- Identify various solutions for managing and reducing expenses in major categories.
- Discuss ways to increase income as an inflationary measure.
- Evaluate potential modifications to investment portfolios to appropriately weather inflation.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.
Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.
Course Information
Location: Online Webcast
Date: Thursday, 2/22/24
Time: 11:00 am – 1:00 pm
Ever wondered how your tax refund is calculated? Find out in this enlightening course. Decode the complexities of federal income taxes with real-life examples and hands-on workbook exercises. Gain clarity on how taxes function and unravel the intricacies of the current tax law. You’ll also discover fundamental strategies for reducing your tax burden.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.
Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.
Course Information
Location: Online Webcast
Participants who attend this course will learn key concepts in building wealth, planning for retirement, and understand common investment options.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Investigate how to build wealth
- Perform a retirement savings calculation
- Evaluate the role of social security
- Review the features of retirement plans
- Analyze the basics of money market, bond, stock, mutual fund and other investments
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
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.
Course Information
Location: Online Webcast
Gain a better understanding of tax reduction strategies based on current federal tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, having a personal business outside of regular employment, and charitable giving.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Explore how to expand your options for saving in an employer sponsored retirement plan
- Understand the tax implications of holding company stock in a deferred compensation retirement plan
- Analyze the unique tax saving characteristics of Health Savings Accounts and Flexible Spending Accounts
- Learn the income phaseout ranges that apply to Individual Retirement Accounts and how to navigate towards increasing your Roth IRA accounts for you and your children
- Discuss the tax advantages of some forms of annuities
- Review how to capture losses from investments for a tax advantage including the wash sale rule
- Uncover investments that provide tax advantages through asset location
- Evaluate the tax advantages of education funding vehicles
- Learn how to take advantage of highly appreciated asset donations through a Donor Advised Fund
- Examine the energy and electric vehicle tax credits still available
- Understand the many tax deductions available for small businesses
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
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.
Course Information
Location: Online Webcast
Date: Monday, 11/6/23
Time: 2:00 pm – 4:00 pm
Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
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
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
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.
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.
Course Information
Location: Online Webcast
Date: 03/16/2023
Time: 2:00pm – 4:00pm
Gain a better understanding of key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, education, and dependents.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Review the income and capital gains tax rates currently in effect
- Figure taxes using both regular and AMT (alternative minimum tax) calculations
- Navigate clearly through the estimated tax rules
- Identify essential tax planning terms
- Define the contribution and “catch-up” limits for your employer retirement plan
- Distinguish between a Traditional IRA and the Roth IRA
- Determine how investment income from stocks, bonds, and mutual funds is taxed
- Examine the wash sale rule
- Understand IRS home loan interest deduction rules
- Discover what records must be kept to back-up charitable donations
- Distinguish between tax credits and student loan interest deductions for education
- Examine tax credits for children and dependents
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
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.
Course Information
Location: Online Webcast
Participants will learn how to make better spending decisions, get out of debt, build and maintain a good credit record and stay on track with their financial goals.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Construct and prioritize a set of realistic financial goals
- Utilize a spending plan to forecast and track monthly expenditures
- Avoid common spending traps that hinder successful goal achievement
- Uncover easy and creative ways to save
- Understand the importance of establishing an emergency fund
- Learn how to whittle down credit card and other debt quickly
- Discover how to stay out of debt and develop wise credit habits
- Identify important credit card terms used in disclosure statements and agreements
- Review current credit reporting laws
- Assess the meaning of credit scores and how they are compiled
- Learn how to correct mistakes on your credit report
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
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.
Course Information
Location: Online Webcast
Date: Tuesday, 12/3/24
Time: 6:00 pm – 8:00 pm
Ever wondered how your tax refund is calculated? Find out in this enlightening course. Decode the complexities of federal income taxes with real-life examples and hands-on workbook exercises. Gain clarity on how taxes function and unravel the intricacies of the current tax law. You’ll also discover fundamental strategies for reducing your tax burden.
Learning Outcomes
- Recall the income and capital gains tax rates currently in effect.
- Explain how taxes are calculated.
- Outline the estimated tax rules. Identify essential tax planning terms.
- Define the contribution and “catch-up” limits for your employer retirement plan.
- Distinguish between a Traditional IRA and the Roth IRA.
- Determine how investment income from stocks, bonds, and mutual funds is taxed.
- Examine the wash sale rule.
- Summarize IRS home loan interest deduction rules.
- Discover what records must be kept to prove charitable donations.
- Contrast between tax credits and student loan interest deductions for education.
- Name tax credits for children and dependents.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
How to Register:
County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!
Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.
Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.
