Our Courses

Financial Wellness Tower

Learn personal finance basics you won’t get anywhere else.  Go through our 15 modules of content.  Cement your knowledge with our accompanying workbook, and test your skills by taking the quizzes available after each module. Course Outline FICO Score Debt Management Managing Credit and Debt Financial Budgeting Net Worth...

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Retirement Income Planning

Retirement Income Planning: In this course, you’ll learn how to optimize your future earnings, and plan for your retirement years.  We’ll be going over: How to efficiently withdraw social security for maximum earnings The intricacies of Medicare and Long Term Care Optimizing your income distribution Estate planning and much...

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Energy For Performance

Based on more than 30 years of research this workshop focuses on how to train for peak performance. Take Your Performance Above, Beyond, and Further. Begin the Energy for Performance Program Here you'll learn actionable tools that you can use to manage your energy and stress, as well as...

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©2018 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

Financial Wellness Tower is a premium wellness education site sponsored by Pension Maxima Investment Advisory, a NY based financial services company specializing in 401(k) advisory services, exit planning and retirement planning for individuals.  All resources are copyright pending and targeted for education purposes only.  Pension Maxima Investment Advisory does not endorse or promote any commercial product or supplier.


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