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Start a Retirement.

Start a Retirement Plan Now! It is like buying Exit Insurance on your business.
Important news for Plan Sponsor:

New DOL Fiduciary Ruling
401(k) Plan Fees
Smart Plan Outcome


What Pension Maxima is about.
Financial Budgeting and Tips for Savings
 

Manage Your Credit & Save!

Financial Literacy

Money Matters
Market Week
Market Month



     

Bonnie has been presenting Live Webinars. Here are some of the presentations in PDF format:

Student Debt. Presented by Bonnie Yam on Thursday June 11, 2020
Student Debt
How to Invest Wisely. Presented by Bonnie Yam on Thursday May 14, 2020
Wise Investing
Financial Budgeting - Planning for Financial Uncertainty. Presented by Bonnie Yam on Thursday April 23, 2020
Financial Budgeting
How to Cope for Financial Security + Coronavirus 2020. Presented by Bonnie Yam on Thursday April 9, 2020
Coping with Financial Uncertainty during the Pandemic
DISCLOSURE: Pension Maxima Investment Advisory, Inc. is an investment adviser that is registered with the States of New York and California and has made notice filings in those states where required to do so. Pension Maxima Investment Advisory, Inc. does not offer its services to residents of any jurisdiction in which Pension Maxima Investment Advisory Inc. is not currently registered and/or is not a notice filer, unless exempt. The information provided is intended for use by citizens and residents of the United States only. It is not directed to any person residing in, any citizen of, or any form of organization operating under the authority of any country or jurisdiction in which Pension Maxima Investment Advisory, Inc. is not registered as an investment adviser, unless exempt.

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