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.
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.
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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
12 Key Learning Videos
How do you make decisions in Life.
Do you value happiness or do you value money?
Situational topics and cute storyline.
Testing your knowledge on key subject
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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.
Please contact us if you cannot find an answer to your question.
YES! We have a Do-it-yourself or Do-it-for-you plan. But we believe everything starts with education. We can make better decisions if we have more educated on the topic.
Absolutely! We believe that everyone should have some type of plan. The first step of success is always starts with GOOD PLANNING!
Yes! This is a very big topic for impending retirees. We are educated in Social Security, Medicare and Retirement Income Planning. If you need customized assistance, please give us a call or schedule a meeting.
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