Financial Wellness Basics

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.

Net Worth - Sample Video

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Social proof: testimonials

Class Evaluation

B. Kabyemela

All was impactful. I learnt a lot on ALL topics from Financial Budgeting, Investment Basics, FICO Score and Debt Management, Net Worth and Retirement Gap Income etc… The perspective shared by Bonnie, the way to analyze and look at these topics was very well done ! Each day was filled with excitement as to what was it I was to learn this time and all sessions were very fruitful. Great lessons and very well done within the allocated time.

Financial Wellness Class Evaluation

L Thaul

I am most fortunate to have known Bonnie for a decade now through professional circles. She is the single most focused, qualified and helpful person to educate, motivate and follow through on personal financial planning I have met. Her recommendations are based on facts - your facts - and a career marked by eminent qualifications and experience. You will benefit greatly by meeting Bonnie and using her services. Her follow through and commitment are also A1 first class. Thumbs up 1000% for Bonnie Yam and her Financial Wellness Tower services. They are user friendly, understandable and… effective!

Class Evaluation

M. Lambiasi

It has been a good course with excellent content.

FAQ

  • Can you assist with my Financial Plan?

    Yes! We have a Do-it-yourself or Do-it-for-you plan.

  • Do you schedule any LIVE CLASS?

    Join our Community (see dashboard). We are looking to provide monthly online financial wellness classes on timely materials.

  • Do you provide Financial Wellness programs for companies?

    Yes! Please schedule an appointment. We would love to help.

  • Do you offer class in different languages?

    Yes, besides English, we have Spanish and Chinese version.