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Financial Wellness Lunch & Learns | Winter Quarter 2026 Series
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?
Lunch and Learn Financial Wellness Sessions
Protect your Neck (Maximize your Settlement)
November 20, 2025
A Milgard Center for Financial Wellness Event. 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. Topics will include:
- Steps to take after the accident
- What are your legal protections
- How to file an insurance claim
- How to avoid liability
- What do attorneys actually do (it's not like on tv!)
Healthy Dough Finance Series (session 3) - Protect your Neck (Maximize your Settlement)
November 19, 2025
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:
- Workshop-Career Planning
- Basic Savings Strategies
- Basic Investment Strategies
You’ll learn how to earn and invest in a healthy way, and set meaningful goals for a healthy life and finances.
Healthy Dough Finance Series (Session 2) - Defense: Tools to Protect Your Money
November 12, 2025
Topics included:
- Emphasizing Gratitude and Expense Control
- Evaluating Purchases and Opportunity Costs
- Savings Strategies and Financial Flexibility
You’ll learn how to make quality financial choices, and practice using the WAIT method and HOP Analysis with debt and spending decisions.
Healthy Dough Finance Series (Session 1) - First Steps to Financial Wellness
November 5, 2025
Topics included:
- Holistic Approach to Financial Wellness
- Practical Financial Strategies
- Emotional and Mental Health Impact
You’ll learn how to make your money a healthy and positive part of life, and leave with a practical checklist and several tools to start your financial wellness journey (Financial Wellness Starter Packet)
Basics of Banking
November 4, 2025
The Milgard Center for Financial Wellness and Sound Credit Union invite you to a casual workshop about how to
maximize the relationship with 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!
Understanding Credit Report & Score
October 29, 2025
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.
Basics of Budgeting
October 21, 2025
Join us for a casual Q&A discussion and discover practical budgeting strategies to help you stay motivated, organized, and aligned with your financial goals.
The session will be led by Hui Suk So, the Director of the Milgard Center for Financial Wellness.
Transform your finances with insights from two financial experts:
- Dean Bennion, Managing Partner and Co-Founder of Kimble Creek Partners
- Kirk Mandlin, Milgard Executive in Residence
Healthy Dough Finance
October 9, 2025
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?
Safeguarding Your Identity in a Digital World
April 30, 2025
The Milgard Center for Financial Wellness and Sound Credit Union held a casual workshop about staying safe in our digital world. Watch the video of this workshop featuring an informative panel discussion with Sound Credit Union and their team of experts who work to protect clients from financial fraud.
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!