RECENT EVENTS
Build Financial Confidence - A Q&A with Dean Bennion
November 14, 2023 | 12:30 pm -1:20 pm | UW Tacoma Tioga Library (TLB) 301
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.
Understanding Your Credit Report & Score - Build Financial Confidence
November 15, 2023 | 12:30 pm - 1:20 pm | UW Tacoma Tioga Library (TLB) 109
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.
PAST EVENTS
Lunch and Learn Financial Wellness Sessions
Every quarter, area professionals and financial experts are featured speakers in Milgard Hall. These events commonly occur during the lunch hour and can include free snacks and/or lunch for registered students.
Informative Panel Discussions
The informative panel of financial and industry experts address a range of financial topics including budgeting, loans, debt, fraud, investing, savings, credit, and more. These events are open for all UWT students, faculty, staff, community members and majors were welcomed to attend!
Lunch and Learn Financial Wellness Sessions
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
