Attaining Financial Wellness
Subdivision of Pension Maxima
Why Financial Wellness Matters?
It inspires loyalty and motivation. When employees feel their employers care about their health and well-being, they are 38% more engaged!
Financial Wellness Classes
the key to a happy and stress free life!
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Enterprise Financial Wellness - Gold
BundleComplete list of classes that includes Financial Wellness Basics, Life Events, Retirement Income Planning, Interactive Stories and Games
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Enterprise Financial Wellness - Silver
BundleFinancial Budgeting, Managing Credit and Debt, Net Worth, Investment basic, Retirement Income Gap, College Financing, Medicare, Retirement Income Planning, Trivia Games, Budget Quiz
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Enterprise Financial Wellness - Bronze
BundleFinancial Budgeting, Managing Credit and Debt, Investment Basic, Retirement Income Gap, Medicare, Trivia Games
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Enterprise Financial Wellness Basics (6 Classes)
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Enterprise Life Events (5 Classes)
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Enterprise Retirement Income Planning (5 Classes)
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Enterprise Games and Stories (4 Classes)
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Enterprise Managing Credit and Debt
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Enterprise Financial Budgeting
Course
Preview a Class
Financial Budgeting Video
Class Bundle Contents
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Summary of Classes
Videos, Lectures, Interactive Stories, Games
Financial Budgeting, Investment Basics, FICO Score and Debt Management, Net Worth, Retirement Income gap, Buying versus Renting a House, Buying versus Leasing a Car, College Financing, Retirement Income Planning, Social Security, Medicare, Trivia Games, Budget Games, Life Games, Interactive Stories
Attaining Financial Wellness
Intro Video
Financial Wellness Books
Continue your learning
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
This is Great!
These classes are interesting and teaches you a lot. I especially enjoy "Financial Budgeting" and "Debt Management". The games are fun too!
Finances are the leading cause of stress
Finances are the leading cause of stress for Americans. Bonnie has found a way of making her class information fun and educational by using animated slides. She is teaching real life skills to students who will benefit in their everyday life to 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!
Preview Classes
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