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As a member you get access to a catalog of training and videos that will enhance your knowledge to help you to improve your financial situation and get help from the professionals where needed.
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, please make one on first home purchase.
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.
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 to my website.