San Mateo County Employees' Retirement Association
San Mateo County Employees' Retirement Association
In today’s world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but to thrive. Unearth smart saving techniques, craft realistic goals, vanquish debt, boost your income, and fine-tune your investment portfolio for maximum impact. Don’t […]
In this experience, you’ll explore the purpose and benefits of creating a personal budget. We’ll walk you through various budgeting methods, helping you evaluate and choose the one that best aligns with your individual needs and financial goals. Learning Outcomes: Analyze the purpose and benefits of creating a personal budget […]
Looking for a comprehensive personal finance 101 experience? Look no further! This is your go-to course for conquering the financial landscape. Dive into setting rock-solid financial goals, crafting and sustaining savvy spending and savings plans, breaking free from debt, elevating your credit score, and initiating your investment journey. Kickstart your […]
Secure your retirement from the outset of your career. This class equips early-career professionals with essential retirement planning strategies, empowering you to build financial stability and peace of mind for your retirement years. Learn how to set achievable retirement goals, manage debt, and make smart investment decisions. Future you will […]
How many times do we set goals that we ultimately don’t achieve? Often times, the problem isn’t you; it’s your goals! Packed with interactive exercises and thought-provoking discussion, this class helps you craft tangible and achievable financial goals that align with your values. Develop step-by-step plans, tailor savings strategies, and […]
Conquer the art of transitioning into a fulfilling retirement. This class is tailored for those nearing retirement age, providing essential strategies and insights to ensure a secure and satisfying post-work life. Audience: Recommended for those who want to take charge of their financial future as they approach retirement. Learning Outcomes: […]
Participants will learn how to define identity theft, employ steps to avoid identity theft, develop awareness of specific identity theft crimes, and learn exactly what to do should they find themselves a victim of identity theft. Interactive exercises and thought-provoking questions will motivate participants to adopt and maintain habits to […]
How often do we set money goals that we never seem to accomplish? Show yourself some compassion. Many times, the problem isn’t you; it’s your goals! This lesson will help you create money goals that you will absolutely achieve. Learning Outcomes: Analyze the importance of setting and achieving financial goals […]
In today's world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but to thrive. Unearth smart saving techniques, craft realistic goals, vanquish debt, boost your income, and fine-tune your investment portfolio for maximum impact. Don't […]
This course offers an in-depth exploration of wills and specialized trust types, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy. Learning Outcomes: Explain the reasons for setting up wills and trusts. Explain the essential […]