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Most people lack the education to proper manage money well. This creates unnecessary financial stress that distracts your employees from doing their job. Our GOAL is to help you employees gain the necessary financial knowledge to help remove the stress.
Gain Better Financial Skills
ENGAGING FINANCIAL EDUCATION
Every one of your employees’ financial situation and knowledge is different. Through these courses each one will be educated and guided on what to do to strengthen their situations.
GAUGE YOUR PROGRESS.
After each lesson, gauge your progress with our interactive quizzes. You will earn points, badges and certificates that you can showcase and share among your employees and the leader board.
ASK FOR HELP.
Our team of certified financial professionals are here to help your employees answer the questions they have to better guide their financial decisions.
Ms. Yam is a Chartered Financial Analyst and an Enrolled Agent. She graduated from Smith College with a BA in Mathematics and Economics. She received an MBA in Finance from University of Chicago. Before starting her Qualified Plan business fifteen years ago, she was a Financial Manager for Time Magazine, New York and a Hedge Fund Research Analyst for Cheetah Investments, Hong Kong. Ms. Yam has extensive experience in investment management, investment fiduciary and investment education. She is a member of ASPPA, NATP, CFA Institute and NYSSA.
Bonnie Yam, CFA, CFP
What others say about Financial Wellness Tower
Please make one on College Financing. We students are laden with debt. Show us how to get out. Also,...
So true. It is hard now, but harder later, so START NOW!!!
I watched the one on FICO Scores. Luv it! I am going to share with my friends. Thank you!
Fun way to learn. Very entertaining! Got to get my kids to watch this.
I watched a few. Love the cartoon characters and the music. Really, really cool. Want to link it...
Great way to break into a very serious topic. Easy way to break the ice.
Neat! I like the videos, very concise!
I like the cleanliness of this theme. Presumably it would work equally well as a regular web site even...
Thank you so much for your work on my wordpress ! all is working perfect … Thanks a bunch,...
Another piece of Art .. Your themes are clean and functional .. Plus great support .. I already have...