Course Information

Location: Online Webcast

Date: Thursday, 6/12/25

Time: 3:00 pm – 5:00 pm

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:

• Plan out the goals desired for retirement. 
• Utilize retirement calculators to keep you on track. 
• Assess important retirement income sources. 
• Discuss how Social Security benefits are calculated. 
• Assess retirement income needs and expenses. 
• Analyze how much can be safely withdrawn from an investment portfolio. 
• Review how to manage a dynamic retirement portfolio. 
• Evaluate real estate options for retirees like refinancing, remodeling, and relocating. 
• Prepare to make more informed decisions about healthcare and long-term care.

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.