Attaining Financial Wellness
We make learning interesting and meaningful
Financial Wellness Classes
Let's plan your brighter future!
Financial Wellness Books
Fund books to assist your learning
To order: email us at [email protected]
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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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!
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