San Mateo County Employees' Retirement Association
San Mateo County Employees' Retirement Association
This 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.
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.
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.
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.
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.
Are 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 […]
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 […]
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 of the current tax law. You’ll also discover fundamental strategies for reducing […]
Ready to break free from the chains of debt? This empowering class equips you with the strategies and tactics to crush debt. Say goodbye to financial stress and hello to a brighter financial future. Learning Outcomes: Understand the various methods for repaying debt including the snowball and avalanche methods. Create […]
Are you curious about the FIRE (Financial Independence, Retire Early) movement? Dive into the world of early retirement and financial freedom in this short, eye-opening course. Discover the principles behind FIRE, learn how to calculate your FIRE number, and explore the diverse paths to financial independence. More importantly, you’ll gain […]
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 […]