The Funny Way To: Grow Your MoneyImprove Financial PlanManage Debt Plan Retirement

Getting The Financial Wellness Tower program as Financial Wellness Benefit for your Employees will reduce the stress level of your employees and improve their productivity. Schedule a free consultation and learn more.

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. 

The Financial Wellness Tower (FWT) is a collection of online, self-paced classes designed to engage and educate employees in financial topics that matter to them such as budgeting and debt management. 

Developed by Financial Expert, Author, Educator and Visionary, Bonnie Yam, the FWT injects humor into information, creating a lighthearted, yet effective approach to tackling some of life’s big problems. Through interactive games and easy-to-understand information, the FWT offers a fun way to learn about personal finances.

Available on a Per Employee Per Month (PEPM) basis, it is offered on 3 levels to match your organization’s needs. By integrating the FWT with your company wellness program, you can provide your employees with a customized, complete, and enjoyable well-being solution.

Support

Your Employees Need Help

63% of employees report that their financial stress has increased since the start of the pandemic.

30% find it difficult to meet monthly expenses when household income has stayed the same over the past year

70% find it difficult to meet monthly expenses when household income has decreased over the past year

This stress can make it difficult for employees to focus on doing their best work and can result in increased absences, strained relationships with colleagues, and burnout.

Introduction

Financial Wellness Tower Introduction

Instructor

Bonnie Yam

Senior Instructor

Ms. Yam graduated from Smith College with a BA in Math and Economics. She received her MBA in finance from University of Chicago. Before starting her own company, she was a financial manager for TIME magazine and a Hedge Fund Analyst for Cheetah Investment. Ms. Yam has been in the pension consulting business for 20 years. She started her own RIA, Pension Maxima with the objective to provide cost transparency and a platform that can truly benefit clients first. Ms. Yam focuses on success factors for 401(k) plans and has assisted many companies in improving their 401(k) plan costs, sometimes as much as 50%. Ms. Yam has written three Ebooks, “401(k) Benchmarking”, “Understanding 5500” and 401(k) Plan Health. Ms. Yam is highly involved with educating the community. She is a CPA CPE sponsor in NY and NJ and has lectured extensively on Financial Wellness Topics through FPA, NYSSCPA and at NY SIBL library. She is also a lecturer at SUNY University, Valhalla on Financial Wellness topics. The web program, www.financialwellnesstower.com, is an innovative education program to enhance learning through fun cartoons videos, online forum, activities, quizzes and games. The website comes with an accompanying Financial Wellness Tower Workbook, a joke book, Bonnie’s Bulls and an illustrated concept book, Principles for Financial Wellness and Financial Wellness FAQs. The cartoons are also available in Spanish and Chinese to ensure a broad outreach of audience. Affiliations: Member: CFA Institute, Westchester Business Council, Westchester County Association (Intel Committee), Westchester County MWBE Task Force, New York Financial Planning Association, Exit Planning Institute, NY CPA Association, Chinese CPA Association

Pension Maxima's Financial Wellness Program

Topics: Financial Budgeting, Student Debt. Credit & Debt, FICO Score, Net Worth, Retirement Income Gap, Medicare. Social Security, Retirement Income Planing, Buying a House, Leasing a Car. College Financing

All Courses

College FInancing

38 Lessons

All Courses

Investment Basic

21 Lessons

All Courses

Retirement Income Planning

49 Lessons

All Courses

Trivia Game 1

1 Lessons Free

Other Content: Budgeting Games, Life Games, Trivia, Interactive Stories

Click on the book you would like to purchase or learn more.

Pricing

Our affordable Per Employee/Per Month Plans offer a customizable Financial Wellness solution for your workplace. If you want to learn more, simply schedule a Free Introduction Call with Bonnie Yam, our Senior FInancial Instructor.

Level 1

starting at
$ 3 Monthly / Per Employee
  • Digital financial plan (Budgeting and Retirement planning)
  • 5 learning videos
  • Employer admin portal
  • Aggregate employee metrics
  • Ongoing financial education
  • Co-branded platform

LEVEL 2

STARTING AT
$ 5 Monthly / Per Employee
  • All Level 1 features
  • 10 learning videos
  • 15-minute onboarding phone call (scheduled by participants)
  • Share account with spouse or partner
  • Gamification award for those who complete the financial plan
  • Full report card on completed financial plan

LEVEL 3

STARTING AT
$ 7 Monthly / Per Employee
  • All Level 2 features
  • All learning videos
  • Live personal finance webinars
  • Advanced gamification rewards
  • 1 on 1 calls with financial coaches

With Financial Wellness Tower’s unique and easy approach to financial literacy, you can lead the way to a happier, more productive workplace.

Get In Touch

Schedule a Free Introduction Call