Center for Financial Wellness serves our diverse student body by providing them with an opportunity to gain a solid understanding of what it means to manage money personally and professionally. We seek to equip our students with relevant financial skills and concepts necessary for them to attain upward mobility, save money, create wealth and assist them with managing their wealth as they accumulate it.
Furthermore, we seek opportunities to partner with our community to further Milgard School of Business mission of “community engagement while promoting social responsibility.”
Stock Market Investment Challenge Simulation using Stock Track (finance gamified!) Meets Feb. 8th, 15th, 22nd, and 29th
*must attend all 4 sessions to play!! Free lunch-open to all UWT students and the community
What is it?
An instructional series which is a combination of self-education through top quality articles, instruction about The Basics, Research and Strategy and the steps for Successful Investing taught by a 30+ year experienced financial advisor, and by 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.
What Subjects will be Covered?
The Basics: What is a Stock? What is a ETF? What is a Mutual Fund? What are bonds?
Research and Strategy: How the stock market works and why it works
About Kirk Mandlin
Kirk has more than 30 years of experience in the financial services industry. Since 2017, Kirk has distinguished himself as a financial advisor for Edward Jones. Dedicated to service on behalf of others in his professional and personal life, he has earned distinction as a client-oriented advisor, specializing in wealth management, estate planning, and retirement planning. He also provides coaching and guidance to fellow financial advisors as a way to give back to his company and his professional community.
Build Financial Confidence - A Q&A with Dean Bennion
The Milgard Center for Financial Wellness held a casual Q&A lunch with certified financial planner Dean Bennion from Kimball Creek Partners discussing about investing, financial planning tips, the NEW UWT personal finance class (TBUS 490 Personal Finance offered winter quarter 2024), and more!
Dean has over 30 years of experience as a financial advisor. He works with successful professionals, business owners, executives, retirees, and their families to provide investment advice and personalized portfolio management services. Dean is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Arts (B.A.) Degree with a Finance concentration from the University of Washington, along with a Master of International Management, degree from the Thunderbird School of Global Management now part of Arizona State University.
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:
Are you ready to take control of your financial destiny? We are thrilled to announce an empowering scholarship opportunity designed to promote Financial Confidence and provide you with the knowledge and skills to thrive financially. This scholarship is dedicated to fostering financial literacy among the next generation of leaders. It is your chance to gain valuable insights and resources that will set you on the path to financial success. Next opportunity to apply is Autumn 2024.
The Financial Wellness & Markets Lab, and the Center for Financial Wellness is equipped with a stock ticker showing real time financial data, a world clock, and several Bloomberg Terminals. Bloomberg is the world’s leading platform for global business and finance news, data, analytical tools and research. Students gain hands-on experience on being able to monitor and manage real-time financial data.
Center for Financial Wellness hosts a variety of events including Lunch and Learn Financial Wellness Sessions and Informative Panel Discussions every quarter. These events address a range of financial topics including budgeting, loans, debt, fraud, investing, savings, credit, and more. These events feature area professionals and financial experts and are open for all UWT students, faculty, staff, community members and majors were welcomed to attend!