Financial Planning Classes
SamCERA’s free financial planning classes can help you learn more about financial planning, taxes, retirement, and more. Get the skills you need to take control of your financial future. In addition, San Mateo County employees can use these classes to count toward their 20-hour training target.
If you are registered for an online financial planning class with SamCERA, you will be emailed instructions to access the webcast 1-2 days before the scheduled class. A computer and internet connection are needed to participate.
Please feel free to call us at (650) 599-1234 or email [email protected] for more information.
Step-by-Step Class Registration
County & Court Employees:
To register, follow the instructions below.
Head to the LMS site via the County’s OKTA single sign-on.
Click on “LMS”.
Browse the course offerings by selecting “Events Calendar” under the “Learning” tab or search by the course name.
Click on the course you’d like to register for, and then select “Request.” LMS will then send you a confirmation email.
Need more help enrolling? Contact your department’s LMS administrator. If your administrator is unavailable, please call SamCERA at (650) 599-1234, or email [email protected].
Mosquito District and Library Employees:
Register for classes in LMS or email SamCERA, at [email protected], to make your request. Please provide the name and date for the class(es) you would like to attend.
Retirees
To register, email [email protected]. Please provide the name and date for the class(es) you would like to attend.
Upcoming Classes
Retirement is a significant life transition that holds different meanings and expectations across cultures and societies. This class aims to help you navigate this important phase of your life.
More InfoRetirement isn’t just about saving—it’s about making your money last. This course breaks down the decumulation process, helping you turn your retirement savings into a sustainable income stream. You’ll learn how to balance withdrawals, minimize taxes, and manage risks like inflation and market downturns, all while aligning your strategy with your personal goals. Whether you want to fund healthcare costs, leave a legacy, or simply enjoy your retirement worry-free, this class will equip you with the tools to make it happen.
More Info