Bundle includes

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Your Classes

Financial Budgeting, Managing Credit and Debt, FICO Score, Net Worth, Investment Basic, Retirement Income Gap, Buying or Renting a House, Buying or Leasing a Car, College Financing, Social Security Withdrawal, Medicare, Retirement Income Planning, Interactive Stories AND...

  • Life Game

    How do you navigate life's obstacles? Pick from the options and test how successful you are.

  • Budget Game

    Budget Game for Millennials, Generation X and Pre-retirees. How do you select your decision to optimize your savings.

  • Trivia Quiz

    Fun questions to challenge you and your friends. Try the Quiz. How smart are you?

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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