Course Information
Location: Online Webcast
Participants will gain a better understanding of the importance of wills and trusts in estate planning, focusing on understanding probate and estate taxation in order to set up and manage trusts more effectively.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Explain the reasons for setting up wills and trusts
- Review the many ways an estate can be transferred
- Describe seven essential objectives a will can accomplish
- Determine seven common reasons to establish a trust
- Analyze many different types of trusts including: living, family, charitable, life insurance,testamentary, and other trusts
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 gain a better understanding of the estate planning process. They will learn about an easy three-step process to set up an estate plan. In addition, this course will help simplify terminology used by financial planning and legal professions.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Discuss important reasons for estate planning
- Determine ways property can be transferred upon death
- Recognize important features of wills
- Identify methods that avoid probate
- Discuss the various ways assets can be titled
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.
Course Information
Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065
Date: Tuesday, 2/6/24
Time: 10:00 am – 12:00 pm
This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you’re just starting your career, mid-career, or approaching retirement, you’ll gain insights and strategies to secure your financial future.
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
Individuals who attend this course will be empowered to better manage retirement with detailed information about: retirement income, long term care, social security benefits, annuities and estate planning decisions.
Recommended for this who are already in retirement or planning to retire within the next three years.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Recognize tax implications of distributions from employer retirement plans and individual retirement accounts
- Examine options around retirement account rollovers
- Discover Social Security benefits and eligibility
- Review long term care policy features
- Apply strategies to manage a retirement portfolio
- Assess risk tolerance
- Identify option when it comes to reverse mortgages
- Discover the benefits of funeral pre-planning
- Differentiate important features of five different types of annuities
- Identify features for inclusion in senior home remodels
- Ascertain estate planning tips for executors and beneficiaries
- Discuss many current senior scams and how to avoid them
- Evaluate steps you should take when choosing financial professionals
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
Learn how to sign-up and receive Medicare and Social Security benefits and how to integrate and maximize those benefits when planning for retirement.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of this class.
Highlights:
- Learn how to check income history and estimate future Social Security benefits at ssa.gov
- Evaluate Social Security filing strategies while considering your own unique circumstances
- Understand how benefits are calculated and the effects on your fixed monthly payment
- Aggregate Social Security’s cost of living adjustments and possible delayed retirement credits into your retirement planning
- Master Medicare terminology and the different ways to receive Medicare benefits
- Establish your projected Medicare sign-up date in line with your retirement plans
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, 10/1/24
Time: 9:00 am – 11:00 am
Are you looking to secure your financial future? This course helps you grasp the ins and outs of Social Security. While this program is often associated with retirement, understanding it is crucial at every stage of life. This class will guide you through Social Security’s complexities, helping you make informed decisions that can positively impact your financial well-being, now and in the future. Whether you’re just starting your career, approaching retirement, or anywhere in between, this course empowers you to maximize your benefits and build a solid financial foundation.
Learning Outcomes
- Demonstrate why Social Security benefits planning is important even when young.
- Summarize the basics of Social Security Disability Insurance.
- Analyze income history. Estimate future Social Security benefits.
- Evaluate Social Security filing strategies while considering your own unique circumstances.
- Explain how Social Security retirement benefits are calculated and the effects on your fixed monthly payment.
- Apply Social Security’s cost of living adjustments and possible delayed retirement credits to your retirement planning.
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: Tuesday, 10/22/24
Time: 11:00 am – 11:30 am
Discover the profound significance of leaving a legacy that goes beyond monetary value. Through this experience, you will gain clarity on the intentional legacy you will leave behind. Uncover valuable insights that will empower you to shape a lasting impact and leave a meaningful mark on the world.
Learning Outcomes
- Define what is meant by leaving a legacy and explain why it is important for individuals to consider their legacy.
- Identify different ways that individuals can leave a legacy, such as through charitable giving, passing down family traditions, or leaving an inheritance.
- Evaluate the impact of cultural and societal norms on legacy planning and identify strategies for navigating these factors in a global context.
- Develop a plan for leaving a legacy that aligns with personal values and goals and implement strategies to ensure the plan is carried out effectively.
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 will gain a better understanding of the importance of wills and trusts in estate planning, focusing on understanding probate and estate taxation in order to set up and manage trusts more effectively.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Explain the reasons for setting up wills and trusts
- Review the many ways an estate can be transferred
- Describe seven essential objectives a will can accomplish
- Determine seven common reasons to establish a trust
- Analyze many different types of trusts including: living, family, charitable, life insurance,testamentary, and other trusts
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 gain a better understanding of the estate planning process. They will learn about an easy three-step process to set up an estate plan. In addition, this course will help simplify terminology used by financial planning and legal professions.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Discuss important reasons for estate planning
- Determine ways property can be transferred upon death
- Recognize important features of wills
- Identify methods that avoid probate
- Discuss the various ways assets can be titled
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.
Course Information
Location: Online Webcast
Date: Tuesday, 5/7/24
Time: 11:00 am – 1:00 pm
This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you’re just starting your career, mid-career, or approaching retirement, you’ll gain insights and strategies to secure your financial future.
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.
