San Mateo County Employees' Retirement Association
San Mateo County Employees' Retirement Association
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 […]
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: […]