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
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.
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
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
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
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
Date: Monday, 6/3/24
Time: 2:00 pm – 4:00 pm
Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure legacy.
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.
