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BUILD FINANCIAL CONFIDENCE
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.”
Location: Milgard Hall, MLG 322
1950 S C St, Tacoma, WA 98402
UPCOMING EVENTS
Car Buying 101: What you need to know
Wednesday, April 3, 2024 | 12:30 pm -1:20 pm | MLG110
The Milgard Center for Financial Wellness and Sound Credit Union invite you to a casual workshop about buying a car.
Join experts from Sound’s Lending team to learn:
- Get a pulse on the current vehicle market
- The checklist to use BEFORE you shop the lot *Free lunch to pre registered attendees.
*Open to all UWT students, staff, faculty and the public!
BUILD FINANCIAL CONFIDENCE
Are you confident about negotiating starting salary when you accept a job offer? 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. Join this casual discussion with the Milgard Center for Financial Wellness and our distinguished speakers as we discuss the differences between salary and total compensation.
*Free lunch provided with pre -registration. Open to all UWT students, staff, faculty and the public!
How to Make Money in the Stock Market: Investment Challenge Instructional Series with Kirk Mandlin (Part 2)
April 4, 11, 18 and 25, 2024 | 12:30 pm -1:20 pm | TLB109
Stock Market Investment Challenge Simulation using Stock Track (finance gamified!)
NEW STUDENTS AND COMMUNITY MEMBERS MAY JOIN SERIES NOW WITH REGISTRATION.
Learning modules covered in winter quarter will be provided for new participants via the instructor so you can catch up.
Returning students to series YOU DONT NEED TO RE-REGISTER!
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.
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.
OUR ACTIVITIES
FINANCIAL LITERACY SCHOLARSHIP
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.
FINANCIAL WELLNESS & MARKETS LAB
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.
CFW EVENTS
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!