Main Content
Upcoming Events
Understanding Your Credit Report & Score
Oct. 22nd 12:30-1:20 pm Key 102
The Milgard Center for Financial Wellness and Sound Credit Union invite you to a casual workshop about credit reports, credit scores and why they are crucial to living a financially empowered life.
- What is credit and why is it important?
- How to get a copy of your credit report.
- How to build and rebuild credit history.
FREE LUNCH WITH REGISTRATION
The Basics of Banking
Oct. 30th 12:30-1:20 pm Key 102
The Milgard Center for Financial Wellness and Sound Credit Union invite you to a casual workshop about how to maximize the relationship you your bank or credit union in order to reach your financial goals.
We'll cover:
- Checking and savings accounts
- Loan and mortgage services
- Credit and debit cards
- Overdraft services, and more!
FREE LUNCH INCLUDED WITH REGISTRATION
The Basics of Budgeting
Nov. 5th 12:30 - 1:20 pm MLG 110
Life’s journey is costly. Personal financial planning is the process of managing your money to achieve your goals no matter what bumps you hit along your journey. The first step in this process is setting clear financial goals, which is like a road map of your destination. The next step in the process is budgeting, telling you how you’re going to get to your destination. In this informative presentation we'll discuss:
- 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 WITH REGISTRATION!
Maximize Your Settlement After a Car Crash
Nov. 6th 12:30 - 1:20 pm MLG 110
Presentation with Personal Injury Attorney and Protect Your Neck author Joshua Brumley
Join us for an informative presentation about How to Maximize your Settlement After a Car Crash with UWT alum, Injury attorney and book author Joshua Brumley. Joshua will discuss what you should do if you're ever involved in a car accident. Joshua is a personal injury attorney who brings valuable experience going up against big insurance companies that try to avoid paying the settlements that car accident victims deserve.
*A FREE copy of his book, Protect Your Neck: Maximize Your Settlement After a Car Crash will be given to all attendees! This event is open to all UWT students, alum, staff and the public!
*Free lunch with advanced registration
Lunch and Learn Financial Wellness Sessions
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
Understanding Your Credit Report & Score - Build Financial Confidence
November 15, 2023
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.
Build Financial Confidence - A Q&A with Dean Bennion
November 14, 2023
The Milgard Center for Financial Wellness held a casual Q&A lunch with certified financial planner Dean Bennion from Kimball Creek Partners. Dean has over 30 years of experience as a financial advisor.
Topics included:
- Investing
- Financial planning tips
- New UWT personal finance class (TBUS 490 Personal Finance offered winter quarter 2024), and more!
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.
Topics included:
- How to pre-qualify and apply for a mortgage?
- What are the major obstacles to getting into your first house?
- What is recommeded- fixed or adjustable mortgage rate?
Car Buying 101
February 22, 2023
Watch the recording from the February 22, 2023 Lunch & Learn series as experts from Sound Credit Union's lending team presented this workshop on Car Buying 101: What you need to know.
Topics included:
- Get a pulse on the current vehicle market
- The checklist to use BEFORE you shop the lot
The Basics of Banking
April 6, 2023
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!
Know your Credit Score
February 15, 2023
Watch the recording from February 15, 2023 Lunch & Learn series as experts from Sound Credit Union's lending team presented this workshop on Understanding Your Credit Report & Score.
Topics included:
- What is credit and why is it important?
- How to get a copy of your credit report?
- How to build and rebuild credit history?
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
