Course Information
Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065
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.
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: Thursday, 3/14/24
Time: 11:00 am – 11:30 am
Tired of setting money goals you can’t seem to achieve? It’s time to transform your approach to goal setting. Join this lesson to create realistic and achievable money goals that align with your aspirations.
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 important skills to better screen and select financial advisors/planners, portfolio managers, brokers and brokerage firms, tax professionals, attorneys, insurance agents, and financial institutions.
Highlights:
- Learn the essential questions to ask before selecting a financial professional and financial institution
- Identify the ways financial professionals get compensated
- Compare brokerage firms and other financial institutions
- Determine what level of service is needed
- Understand the different types of tax professionals
- Discover red flags when choosing financial professionals and financial institutions
- Discuss the meaning and requirements for various professional credentials
- Discover how to perform background checks on financial professionals and institutions
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
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: Thursday, 9/12/24
Time: 9:30 am – 11:30 am
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.
Learning Outcomes
- Estimate the money needed to be saved each year until retirement.
- Assess the role of Social Security benefits in retirement planning.
- Explain tax implications of distributions from employer retirement accounts.
- Compare the different types of IRAs.
- Identify different ways to approach investing for retirement.
- Estimate the amount of annual income needed in retirement.
- Discuss health care and long-term care costs.
- Explain important portfolio management principles for retirees.
- Name crucial tips to successful 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, 10/17/23
Time: 10:00 am – 12:00 pm
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.
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.
Retired Members: To register, email samcera@samcera.org. Please provide the name and date for the class(es) 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.
