Financial Seminars

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Looking to expand your financial education? Look no further than free seminars with The Whole U and UW’s financial partners! All throughout the year, The Whole U hosts educational seminars with Fidelity, HomeStreet Bank, WSECU, TIAA, the Social Security Administration, BECU, and US Bank. Seminar are offered in person on campus and online as webinars. Topics range from retirement, housing, and savings goals to learning about credit and identity theft, better budgeting and everything in between. Click here to explore more Financial Resources from The Whole U.

At this time, all seminars have been moved online. We look forward to once again gathering in-person on campus when safe. Until then, we invite you to join us virtually for financial webinars! You can view a variety of webinar recordings here.


BECU

Seminars with BECU are hosted quarterly. Register for upcoming BECU seminars on The Whole U events page.

Topics: Savings, Budgeting, Money Management, Lowering Debt


Fidelity

Fidelity seminars are hosted monthly in-person across UW’s campuses and all throughout the month virtually as webinars! Learn about and register for upcoming Fidelity webinars here. 

Topics: Retirement, Savings, Budgeting, Investing and the Market, Lowering Debt, Social Security, College Expenses


HomeStreet Bank

The HomeStreet Bank Hometown Home Loans Program provides educational seminars all about home ownership and housing. Register for upcoming seminars on The Whole U events page.

Topics: Maintenance, Purchasing, Line of Credit, Financing, Real Estate

Recordings

Refinancing Your Home and Home Equity with Homestreet Bank

Interested in refinancing your home? Tune in to this webinar presented by Homestreet Bank to learn whether refinancing may benefit you, the advantages of using cash from your home, how to consolidate or avoid consumer debt, and how to distinguish the difference between a home equity loan and line of credit.


Credit File Security with HomeStreet Bank and American Reporting Company

This webinar jointly presented by HomeStreet Bank and the ARC dives into the difference between credit freezes and credit locks, best practices when applying for credit if your file is frozen or locked, fraud alerts, and opting out of unwanted solicitations.


Social Security Administration

The Social Security Administration presents a seminar introduction to social security three times a year for those nearing retirement. You can register for SSA seminars 6 weeks in advance on The Whole U events page.

Upcoming dates:

  • March 11, 2021 – 11:30 a.m. – 1:00 p.m.
  • July 13, 2021 – 11:30 a.m. – 1:00 p.m.
  • Nov 17, 2021 – 11:30 a.m. – 1:00 p.m.

Topics: Social Security


TIAA

TIAA seminars are hosted quarterly in persona cross UW’s campuses and all throughout the month virtually as webinars! Learn about and register for upcoming TIAA webinars here.

Topics: Retirement, Tax Planning, Investing and the Market, Estate Planning, Savings, Budgeting, College Expenses


US Bank

US Bank seminars are hosted throughout the year, register for upcoming opportunities on The Whole U events page.

Topics: Savings, Budgeting, Money Management, Lowering Debt


WSECU

WSECU, one of UW’s credit union partners, offers seminars throughout the year through their community education program. Register for upcoming opportunities on The Whole U events page.

Topics: Identity Theft, Credit