Increase Financial Knowledge

If you ever struggled to understand how to manage the different areas of your finances. Start HERE to gain a basic understanding of the important areas.

Talk to Our Experts

Our certified professionals are ready to help. Give us a call and we will guide you through.

Join our Community

Join our happy community of your peers and like minded people, get help and start learning new things. Also we’re constantly improving and adding new features.

Featured Courses

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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.

Instructor

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

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©2017 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. DICLOSURE Pension Maxima Investment Advisory, Inc. is and investment adviser registered in the state of New York and California and has made notice filings in those states where required. Pension Maxima does not offer services to residents of any jurisdiction in which Pension Maxima is not  currently registered and/or has a notice filer, unless exempt. The information provided is intended for use by citizens and residents of the United States only. It is not intended to any person residing in, any citizen of, or any form of organization operating under the authority of any country or jurisdiction in which Pension is not registered as an investment adviser, unless exempt.

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