Course Information

Location: Online Webcast

Date: Wednesday, 2/5/25

Time: 9:00 am – 11:00 am

This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you’re just starting your career, mid-career, or approaching retirement, you’ll gain insights and strategies to secure your financial future.

Audience: Recommended for working professionals at any stage in their career who would like to be better prepared for retirement or financial independence. 

Learning Outcomes:

• Estimate the money needed to be saved each year until retirement. 
• Assess the role of Social Security benefits in retirement planning. 
• Explain tax implications of distributions from employer retirement accounts. 
• Compare the different types of IRAs. 
• Identify different ways to approach investing for retirement. 
• Estimate the amount of annual income needed in retirement. 
• Discuss health care and long-term care costs.
• Explain important portfolio management principles for retirees. 
• Name crucial tips to successful retirement planning.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.