Understanding Your Net Worth
Online WebcastThis is a test excerpt.
San Mateo County Employees' Retirement Association
SamCERA helps San Mateo County employees plan and manage their pensions. Find forms, guides, calculators, board meetings, and contact information.
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Financial Planning Classes
Demystifying Federal Income Taxes
Online WebcastCourse Information Location: Online Webcast Date: Tuesday, 12/3/24 Time: 6:00 pm – 8:00 pm Ever wondered how your tax refund is calculated? Find out in this enlightening course. Decode the complexities of federal income taxes with real-life examples and hands-on workbook exercises. Gain clarity on how taxes function and unravel the intricacies […]
Navigating Long-Term Care and Aging Decisions
Online WebcastCourse Information Location: Online Webcast Date: Thursday, 12/12/24 Time: 9:00 am - 11:00 am Discover the essential knowledge you need to make informed decisions about long-term care options for yourself or your loved ones. This comprehensive course provides valuable insights into navigating this crucial aspect of aging with confidence. Learning Outcomes […]
Planning for a Fulfilling Retirement
Online WebcastCourse 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 […]
Elevate Your Legacy: Exploring Wills & Trusts
Online WebcastThis course offers an in-depth exploration of wills, specialized trust types, and intermediate-stage concepts, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy.
Audience: Recommended for those who want to create and manage wills and trusts.
Tax Planning Strategies
Online WebcastUnlock 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.
Audience: Recommended for those who are familiar with current federal tax laws and want to broaden their knowledge of tax strategies and how to maximize their money after taxes.
Retirement Readiness: Planning for All Ages
Online WebcastUnlock 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.
Audience: Recommended for those who are familiar with current federal tax laws and want to broaden their knowledge of tax strategies and how to maximize their money after taxes.
Social Security Benefits for All Ages
Online WebcastAre you looking to secure your financial future? This course helps you grasp the ins and outs of Social Security. While this program is often associated with retirement, understanding it is crucial at every stage of life. This class will guide you through Social Security’s complexities, helping you make informed […]
Estate Planning Essentials
County Center - Training Room 455 County Center, Room 101, Redwood City, CA, United StatesNavigate 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 […]
Demystifying Federal Income Taxes
Online WebcastEver wondered how your tax refund is calculated? Find out in this enlightening course. Decode the complexities of federal income taxes with real-life examples and hands-on workbook exercises. Gain clarity on how taxes function and unravel the intricacies of the current tax law. You’ll also discover fundamental strategies for reducing […]