Your Employees Need Your Help
Happy Employees are Better Employees
Happy Employees are Better Employees
63% of employees report that financial stress has increased since the start of the pandemic. This can make it difficult for them to focus on doing their best work and can result in increased absences, strained relationships with colleagues and burnout.
Happy Employees are Better Employees
Happy Employees are Better Employees
Happy Employees are Better Employees
Financial stress is often overlooked in workplace wellness programs. The COVID-19 pandemic has put financial worries top of mind for many employees, making it a critical issue for business leaders to address.
Pension Maxima's Financial Wellness Program
Key Topics in Financial Wellness
Topics: Financial Budgeting, Student Debt, Credit and Debt, FICO Score, Net Worth, Retirement Income Gap, Medicare, Social Security, Retirement Income Planning, Buying a House, Leasing a Car, College Financing
Books for Additional Learning
Senior Instructor
Bonnie Yam - Principal of Pension Maxima CFA, CFP, ChFC, RICP, CLU, EA, CVA, CEPA, CSLP, CMAP, AIF
Ms. Yam graduated from Smith College with a BA in Math and Economics. She received her MBA in finance from University of Chicago. She has been in the pension consulting business for over 20 years. She is very passionate about financial wellness education. She is an adjunct professor at SUNY WCC and has taught financial wellness class for over 5 years. She is also a on-demand personal financial consultant for for the military for over 10 years, now working Federal Magellan in providing financial education for the military staff before deployment.
Awards
Marquis Who's Who
Retirement Planning Awards 2022
Retirement Planning Awards 2022
Top Business Owners & Entrepreneurs
Retirement Planning Awards 2022
Retirement Planning Awards 2022
Retirement Planning Awards 2022
Most Supportive Retirement Structure Platform - New York
