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.

1

Head to the LMS site via the County’s OKTA single sign-on.

2

Click on “LMS”.

3

Browse the course offerings by selecting “Events Calendar” under the “Learning” tab or search by the course name.

4

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

Elevate Your Legacy: Exploring Wills and Trusts

Financial Planning Classes

May 4, 2026

10:00 AM – 12:00 PM

Online Webcast

*IMPORTANT NOTE: The venue for this class has changed. This class will now be held online as a webcast at the originally listed date and time. Webcast instructions will be emailed to all registered members. Please do not report to County Center the day of the class.

This course offers an in-depth exploration of wills and specialized trust types, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy.

More Info

Defending Against Identity Theft

Financial Planning Classes

May 12, 2026

09:00 AM – 11:00 AM

Online Webcast

Participants will learn how to define identity theft, employ steps to avoid identity theft, develop awareness of specific identity theft crimes, and learn exactly what to do should they find themselves a victim of identity theft.

More Info

Charting Your Path to F.I.R.E. (Financial Independence, Retire Early)

Financial Planning Classes

May 20, 2026

10:00 AM – 11:00 AM

Online Webcast

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 Info

Making Confident Choices: Executor, Beneficiaries, and Guardians

Financial Planning Classes

June 4, 2026

09:00 AM – 11:00 AM

Online Webcast

Want to ensure your loved ones are cared for no matter what life brings? Join us for an enlightening journey into estate planning that goes beyond paperwork and documents. Discover the art of making strategic decisions when selecting executors, beneficiaries, and guardians.

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Understanding Your Net Worth

Financial Planning Classes

June 9, 2026

02:00 PM – 02:30 PM

Online Webcast

Net worth is a powerful financial metric that offers valuable insights into your overall financial health. Join this course to gain a comprehensive understanding of your net worth, enabling you to make informed and strategic financial decisions.

More Info