Financial Wellness Classes

the key to a happy and stress free life!

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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.

Testimonials

Feedbacks from our students

These classes are important!

John Recchia

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

Diane A Creedon

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!

John Recchia

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
Watch Intro Video

Attaining Financial Wellness Intro