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
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
Gain knowledge to make more informed decisions when considering long term care options and facing aging issues.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of this class.
Highlights:
- ​Uncover important characteristics for healthy aging
- Effectively address the most common concerns about aging
- Review projected costs for medical care and long-term care
- Define what Medicare insurance does and does not cover
- Understand the different ways to pay for long term care
- Learn about strategies for self-funding the cost of care
- Assess long term care insurance policies for essential features
- Review the Medicaid program and its strict eligibility requirements concerning income and assets
- Evaluate the care, amenities, and costs associated with continuing care, assisted living, and nursing home facilities
- Identify crucial guidelines when researching eldercare facilities
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: Wednesday, 11/29/23
Time: 10:00 am – 12:00 pm
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.
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
Gain knowledge to make more informed decisions when considering long term care options and facing aging issues.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of this class.
Highlights:
- ​Uncover important characteristics for healthy aging
- Effectively address the most common concerns about aging
- Review projected costs for medical care and long-term care
- Define what Medicare insurance does and does not cover
- Understand the different ways to pay for long term care
- Learn about strategies for self-funding the cost of care
- Assess long term care insurance policies for essential features
- Review the Medicaid program and its strict eligibility requirements concerning income and assets
- Evaluate the care, amenities, and costs associated with continuing care, assisted living, and nursing home facilities
- Identify crucial guidelines when researching eldercare facilities
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.
Course Information
Location: Online Webcast
Date: Tuesday, 8/20/24
Time: 2:00 pm – 4:00 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.
Learning Outcomes
- Explain how to expand your options for saving in an employer sponsored retirement plan.
- Analyze the unique tax saving characteristics of Health Savings Accounts and Flexible Spending Accounts.
- Identify how to navigate towards increasing your Roth IRA accounts for you and your children. Discuss tax gain harvesting as a way to take advantage of lower income years.
- Recall how to capture losses from investments for a tax advantage including the wash sale rule. Select investments that provide tax advantages through asset location.
- Evaluate the tax advantages of education funding through a 529 Plan.
- Illustrate the merits of using a Donor Advised Fund for fulfilling charitable planning and giving objectives.
- Outline relevant energy and electric vehicle tax credits.
- Summarize the tax implications of giving assets during life and leaving assets upon death.
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 learn how to set financial goals, create a savings plan, and plan for financial independence.
Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.
Highlights:
- Set up and effectively use a spending plan
- Calculate savings needed to achieve goals
- Assess the power of compounding
- Calculate the money needed to save each year for a secure retirement
- Compare the two types of IRAs
- Learn the fundamentals of investing
- Explore tips and resources for early financial independence planning
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.
