Upcoming Events

 

Smarter Paths to Real Estate Wealth

Love & Money - Wednesday - April 9th

Retirement Workshop - Retire Smart!

Investment Intelligence - 4 Part Series

Healthy Dough Finance

October 9, 2023

Author and UWT alumnus Dan Wickens talks about the lessons from his latest book Healthy Dough which are relevant to all goals and experience levels, with practical self-care tips sprinkled in. Watch the recording to know his tips on why financial health matters, how to speak the language of finance, and the concepts and strategies needed to “win the game.” 

Topics included:

  • How can you make finances a healthy and positive part of your life?
  • How to use Hierarchy of Control to make quality financial choices?
  • How to manage choices to have financial success?

Lunch and Learn Financial Wellness Sessions

Safeguarding Your Identity in a Digital World

April 30, 2025

The Milgard Center for Financial Wellness and Sound Credit Union held a casual workshop about staying safe in our digital world.  Watch the video of this workshop featuring an informative panel discussion with Sound Credit Union and their team of experts who work to protect clients from financial fraud.
 

Understanding Your Credit Score

April 23, 2025

The Milgard Center for Financial Wellness and Sound Credit Union held a casual workshop about credit reports, credit scores and why they are crucial to living a financially empowered life. Watch the video of this workshop talking about the below topics:

  • What is credit and why is it important?
  • How to get a copy of your credit report.
  • How to build and rebuild credit history.
     

Salary vs Total Compensation

February 13, 2025

Total compensation is about more than salaries. Today it means health care benefits, retirement options, flexible schedules, paid time off, work environment and so much more. Learn from this casual discussion with the Milgard Center for Financial Wellness and our distinguished speakers as we discuss the differences between salary and total compensation. 
Dr. Jill Purdy
Professor and Entrepreneurship Center Director
Milgard School of Business

Erin Galeno
Chief Financial and Administrative Officer
Port of Tacoma

First-Time Homebuyers

January 29, 2025

As a first-time homebuyer, obtaining a mortgage pre-approval can be an important step in the homebuying process. Watch the recording from lunchtime financial power hour as two experienced mortgage professionals from HomeStreet Bank discuss these key factors in an interview format. 

Topics included:

  • How to pre-qualify and apply for a mortgage?
  • What are the major obstacles to getting into your first house?
  • What is recommended - fixed or adjustable mortgage rate?

 

Basics of Budgeting  

January 14, 2025

The Milgard Center for Financial Wellness presents a casual workshop where you may learn how simple budgeting can make all the difference in your financial confidence and wellbeing.

Understanding your current financial position:

  • Tracking your daily spending to develop a budget
  • Types of budgeting systems
  • Estimating your personal net worth and monthly budget
  • Important personal financial ratios 

 

Basics of Banking 

October 30, 2024

With recent bank failures, understanding how to safeguard your cash is a fundamental lesson everyone needs to learn. The UWT community came together to learn about how to safeguard their hard-earned money and engage their bank or credit union to help reach their financial goals and safeguard wealth. 

Topics included:

  • Checking and savings accounts
  • Credit and Debit Cards
  • Overdraft services, and more!


Understanding your Credit Report & Score  

October 22, 2024

The Milgard Center for Financial Wellness and Sound Credit Union held a casual workshop about credit reports, credit scores and why they are crucial to living a financially empowered life. Watch the video of this workshop talking about the below topics:

  • What is credit and why is it important?
  • How to get a copy of your credit report.
  • How to build and rebuild credit history.

Navigating Uncertainty: Strategies for Financial Success - Expert Panel

October 10, 2024

The Milgard Center for Financial Wellness and our distinguished speakers, Kirk Mandlin, Ali Kemp, and Don Clark discuss a range of topic including loans, debt, fraud, investing, savings, credit, and more.  

Watch the video of this workshop talking about:

  • Key principles of saving and managing money
  • Building an emergency fund
  • Building healthy credit
  • Retirement & Other Investment Strategies

Salary vs. Total Compensation Workshop

April 9, 2024

The Milgard Center for Financial Wellness and our distinguished speakers discussed the differences between salary and total compensation.  

Watch the video of this workshop talking about how total compensation is about more than salaries. Today it means health care benefits, retirement options, flexible schedules, paid time off, work environment and so much more.

Car Buying 101: What you need to know

April 3, 2024

The Milgard Center for Financial Wellness and Sound Credit Union held a casual workshop about workshop about buying a car. 

Watch the video of this workshop talking about the below topics:

  • Get a pulse on the current vehicle market
  • The checklist to use BEFORE you shop the lot

First-Time Homebuyers

As a first-time homebuyer, obtaining a mortgage pre-approval can be an important step in the homebuying process. Watch the recording from lunchtime financial power hour as two experienced mortgage professionals from HomeStreet Bank discuss these key factors in an interview format. 

Topics included:

  • How to pre-qualify and apply for a mortgage?
  • What are the major obstacles to getting into your first house?
  • What is recommended - fixed or adjustable mortgage rate?

Informative Panel Discussions

Managing Money During Uncertain Times

March 8, 2023

On March 8th, 2023 UW Tacoma students and community members gathered over the lunch hour to listen to an informative panel of financial and industry experts who addressed a range of topics that included budgeting, loans, debt, fraud, investing, savings, credit, and more.

The panel included:

  • Moderator Troy Rucker, Small Business Owner and Former Managing Director, President & CEO Russell Investment Implementation Services
  • Ali Kemp, CFP, President & CEO of Financial Insights
  • Don Clark, Jr CPA-President & CEO at Sound Credit Union

Past Events

Basics of Budgeting