CFW Events

Upcoming Events

Basics of Budgeting

Tuesday - January 14, 2025 - WG 210 ~ 12:30-1:20PM

The Milgard Center for Financial Wellness invites you to 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

FREE LUNCH INCLUDED WITH REGISTRATION 12:30 - 1:20PM

Register Now

Investment Intelligence - 4 Part Series

Learn How to Invest and Build Wealth

WINTER 2025 - 4-PART SERIES ~ MLG 110 - THURSDAYS 3:30-5:30pm

This instructional series is a combination of self-education through top quality articles, instruction about The Basics, Research & Strategy - plus the steps for Successful Investing taught by a 30+ year experienced financial advisor. This 4-Part Series includes investing in stocks, exchange traded funds (ETFs), mutual funds and bonds utilizing a state-of-the-art investment platform which results in a Stock Market Simulation. All UWT Students Welcome!

Stock Market Investment Challenge Simulation using Stock Track
(finance gamified!)
Meets Thursdays: Jan. 23rd, 30th, Feb. 6th, and 13th
Important note: MUST attend all 4 sessions to learn and play!
Open to all UWT students and the community

*Free lunch with advanced registration - REGISTER BY JANUARY 15th!

Register Here

How to Qualify and Apply for a Mortgage

First-Time Home Buyers

Wednesday - January 29, 2025 - KEY 102 ~12:30-1:20pm

The Milgard Center for Financial Wellness invites you to a casual workshop where you may learn the essentials of qualifying for your first mortgage. Discover the financial benefit and leverage power of owning a home.

Learn from Per Moerkeseth, Vice President and Branch Manager of HomeStreet Bank

Open to all UWT Students, Staff and the community

FREE LUNCH INCLUDED WITH REGISTRATION 12:30 - 1:20PM

Register Now

Lunch and Learn Financial Wellness Sessions

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

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?

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.