Course Information
Location: Online Webcast
The online class is recommended for those who wish to develop more effective ways to budget and spend money. Participants who attend this course will learn how to make better spending decisions and stay on track with all their financial goals.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Learn how to set up a personalized monthly budget
- Examine common spending traps and how to avoid them
- Develop a plan to better monitor your spending
- Uncover easy and creative ways to save
- Discuss the importance of setting up an emergency reserve fund
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 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 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
Date: Monday, 1/22/24
Time: 6:00 pm – 8:00 pm
Unlock the full potential of tax reduction strategies in this course. Dive deep into the array of benefits, including credits and deductions, available for optimizing your tax planning. Explore how tax considerations impact retirement, employee benefits, investments, family planning, and charitable giving, and emerge with the expertise to minimize 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
Date: Thursday, 12/12/24
Time: 11:30 am – 12:00 pm
Retirement is a significant life transition with diverse meanings across cultures. Whether you’re months or decades away from this transformative phase, this class, Planning for a Fulfilling Retirement, offers expert guidance to shape your ideal retirement.
Learning Outcomes
- Evaluate the concept of retirement and its evolving meaning in different cultures.
- Assess personal values, goals, and priorities to develop a holistic retirement vision that goes beyond financial considerations, incorporating elements such as health, relationships, personal growth, and leisure activities.
- Develop effective communication and collaboration skills to navigate retirement transitions, including discussions with family members, loved ones, and potential caregivers.
- Reflect on the emotional and psychological aspects of retirement, including adjusting to new routines, finding meaning and purpose, and managing potential challenges like identity shifts and the loss of professional identity.
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.
For Members With at Least 5 Years of Service
Date: Thursday, November 21, 2024
Time: 8:00 AM – 12:30 PM
Location: SamCERA Boardroom – 100 Marine Parkway, Suite 160, Redwood City, CA 94065
Like most, you probably have dreams of retiring, but are not sure where to start or if you’re making the right choices. Whether you’re early in your career or thinking about retiring soon, this seminar will help you plan ahead and provide resources to help you prepare for retirement.
Presentations from SamCERA, San Mateo County Benefits, Empower (formerly known as Mass Mutual), and Financial Knowledge will provide you with valuable insight for planning your retirement at any stage of your career and help you successfully navigate your future.
This seminar will cover topics such as:
- Learn about the estate planning process with an introduction to one of our most popular financial planning classes
- How service purchases and upgrades may enhance your benefit
- What to do when life changes happen, such as divorce, beneficiary changes, leaving employment, etc.
- How to calculate your SamCERA retirement benefit
- Understanding your medical, dental and vision insurance options
- Taking advantage of your deferred compensation account and use it to plan ahead
How to Register
County & Court Employees: Register on LMS via OKTA.
Library & Mosquito District Employees: Register on LMS or email your request to samcera@samcera.org.
Please note: Members must have at least 5 years of service to participate.
Course Information
Location: Online Webcast
Date: Wednesday, 11/13/24
Time: 10:00 am – 10:30 am
Net worth is a powerful financial metric that offers valuable insights into your overall financial health. Join this course to gain a comprehensive understanding of your net worth, enabling you to make informed financial decisions.
Learning Outcomes
- Learn how to implement changes to help you build a financial plan and set financial goals.
- Define net worth and explain why it is important for individuals to understand their net worth.
- Identify the components of net worth, including assets and liabilities, and describe how they are calculated.
- Evaluate the impact of different financial decisions on net worth, such as purchasing a home or taking on debt.
- Analyze the relationship between net worth and financial goals and use net worth calculations to help you develop and prioritize their financial goals.
- Apply strategies for improving net worth, such as reducing debt, increasing income, and making smart investment decisions.
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.
