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Upcoming Events
Safeguarding Your Identity in a Digital World
Wednesday - April 30, 2025 - Dougan 160 - 12:30-1:20pm
Learn how to defend your personal and financial data from phishing, scams, and online vulnerabilities. Join us for an informative panel discussion with Sound Credit Union team of experts who work to protect clients from everything from financial fraud, romance schemes, cyber- attacks and other common and emerging methods of fraud to be aware of in the digital age.
Meet the SCU Expert Panel:
- Michelle Maiuri, Risk Manager
- Amber Warren, VP/Branch Manager – Downtown Tacoma
- Jannel Borseth, Consumer Lending Manager
- Moderator: Jen Reed, VP Public Relations
FREE LUNCH WITH REGISTRATION
Love & Money: Protecting Your Finances & Future in Relationships
Wednesday - April 9, 2025 - Dougan 160 - 12:30-1:20pm
Build Financial Confidence and bring your questions. Join our legal and financial experts for this informative Milgard Center for Financial Wellness lunch time session on Love & Money. Attorney Joshua Brumley and Financial Advisor Dean Bennion will discuss how to protect your finances & Future in relationships. Topics will include:
- The legal & Financial side of relationships
- Pre-Nuptial & Post Nuptial agreements
- Estate & Asset Protection for Couples
- Managing Money Together
Space is limited. Register today to receive a free lunch!
Retire Smart. Start Now-Strategies for your 20's & 30's
Mondays, April 7 & 28, 2025, Dougan 160-12:30 – 1:20 pm
Retirement Is Not a Dream. Retire Smart. Start Now!
Two Part Workshop meeting on Mondays 4.7 and 4.28
This FREE Milgard Center for Financial Wellness event is a two part workshop lead by Ali Kemp, CFP, CDFA, President and CEO of Financial Insights. These workshops will cover the varies retirement vehicles, why start now and the power of time. How to take action, invest and manage your retirement in your 20's, 30's and beyond. Build your financial confidence with this informative and practical series.
A complimentary lunch will be provided with advanced registration!
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!
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
Understanding Your Credit Report & 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
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
