Attaining Financial Wellness
Enjoy our class?
Financial Wellness Classes
the key to a happy and stress free life!
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Enterprise Saving and Investing
CourseMaster the fundamentals of saving and investing to secure your financial future. Discover strategies that cater to both short-term needs and long-term wealth growth.
Free
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Enterprise FICO Score
CourseFICO Score tells lenders about your creditworthiness. Your credit score is a very important number because depending on your score ranking, you will get different borrowing rates which can greatly impact the loan affordability.
Free
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Student Debt
CourseTake control of your student debt. Understand its impact on your finances and learn actionable strategies to manage and reduce it effectively.
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Saving and Investing
CourseMaster the fundamentals of saving and investing to secure your financial future. Discover strategies that cater to both short-term needs and long-term wealth growth.
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Retirement Income Planning
CourseSecure a steady income in retirement by mastering the coordination of savings, investments, and benefits to cover your expenses.
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Interactive - Retirement Cashflow
CourseStrategize your retirement income for financial security. Manage cash flow from Social Security, investments, and expenses effectively.
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Interactive - Caring of Aging Parents
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Getting Married
CourseMaster key financial topics to enhance your partnership. Combine finances, budget together, manage debt, and plan for future goals effectively as a team.
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Interactive - Debt Management
CourseGain effective strategies to reduce debt, manage payments, and regain control over your finances through smart budgeting and planning.
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Interactive Car Buying
CourseInteractive - Buying a Car
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Mastering Financial Budgeting
CourseTake control of your finances by mastering budgeting skills to manage income, track expenses, and achieve your financial goals with confidence.
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Financial Wellness Basics
BundleFinancial Budgeting, Investment Basics, Managing Credit and Debt, FICO Score, Net Worth and Retirement Income Gap
$49.90 / 6 months with 7 day free trial
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Life Events (5 Classes)
BundleBuying or Renting a House, College Financing, Buying or Leasing a Car, Casualty Insurance, Employee Benefits
$49.99 / 6 months
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Retirement and Estate Planning (5 Classes)
BundleSocial Security, Medicare, Long Term Care, Retirement Income Planning, Estate Planning
$49.99 / 6 months
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Financial Wellness Stories and Games (4 Classes)
BundleInteractive Stories, Trivia Games, Budget Quiz, Life Game
$49.99 / 6 months
Instructor(s)
Senior Instructor Bonnie Yam
Ms. Yam graduated from Smith College with a BA in Math and Economics. She received her MBA in finance from University of Chicago. She is the Principal of Pension Maxima, a pension consulting company.
Ms. Yam is highly involved with educating the community. She is an on demand Personal Financial Consultant of military through Federal Magellan, a CPA CPE sponsor in NY, NJ & CT. She is also an adjunct professor at SUNY WCC on Business and Individual Financial Wellness Classes for the last 5 years.
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Testimonials
Feedbacks from our students
These classes are important!
I am so glad someone is teaching these life skills. This is especially important for the younger generation. "Manage your debt" and "Investment Basic". Like what Einstein says, compounding is the 8th wonder of the universe.
Start NOW!
Finances are the leading cause of stress
Bonnie as found a way of giving her
class information fun and educational by using the animated slides. She is teaching real-life skills to students who will benefit in their everyday life to be successful . I really enjoyed it myself. As she said it is never too early to teach young learners about goal setting.
Thanks Bonnie for your good work!
Wow, this is great!
This is exactly what we need, how to do financial budgeting and how to manage debt. I also love the way you use games and animated cartoons to make it fund and interesting