Financial Literacy Month 2025: Take Control of Your Financial Future
This April, The Whole U invites you to invest in yourself by taking part in Financial Literacy Month 2025. Over the course of four weeks, we’ll explore key financial topics—from managing everyday expenses to building long-term wealth—through expert-led webinars, actionable resources, and practical challenges.
This program is tailored to empower UW faculty, staff and families with the confidence and tools to make informed financial decisions. Whether you’re creating a budget for the first time, preparing for retirement or diving into the world of investing, Financial Literacy Month is here to support you every step of the way.
Why Financial Literacy Matters
Financial wellness is more than just numbers in a bank account—it’s about reducing stress, achieving life goals and building a secure future. However, navigating the complexities of personal finance can feel overwhelming without the right tools and guidance.
That’s why this program focuses on actionable steps and expert advice, helping you take control of your financial health. Each week offers fresh insights and resources, making it easy to learn, apply and grow in your financial journey.
Program Highlights
Throughout April, enjoy access to:
- Live Webinars: Engage with financial professionals from BECU, TIAA, Fidelity and HomeStreet Bank in interactive sessions tailored to your needs.
- Exclusive Resources: Explore practical tools, including articles and guides, to help you apply what you learn.
- 30-Day Financial Wellness Challenge: Boost your financial habits with a step-by-step checklist from BECU, filled with daily tips and strategies to improve your financial well-being.
Ready to Get Started?
When you register, you’ll receive a welcome email on April 1 with your event schedule and the 30-Day Financial Wellness Checklist. This program is your opportunity to reduce financial stress, build confidence, and take meaningful steps toward securing your future.
Sign up today and make April the month you prioritize your financial well-being. Together, let’s take the first steps toward a brighter financial future!
Featured Events:
Manage Your Money: A Practical Guide to Handling Your Finances with BECU
Wednesday, April 9, from 12:00 to 1:00 p.m.
Join Ruth Kaneko, a financial educator with over 14 years of experience at BECU, for an engaging webinar designed to help you take charge of your finances. You’ll learn how to create a personalized budget, maximize your income, and avoid common financial pitfalls. This session is perfect for anyone looking to establish a strong financial foundation or refresh their money management skills.
Fundamentals of Retirement Income Planning
Tuesday, April 15, at 12:00 p.m.
Thursday, April 17, at 11:00 a.m.
Planning for retirement can feel overwhelming, but these informative sessions will provide you with the tools to navigate the transition confidently. Join experts from Fidelity and TIAA to explore how to turn your savings into a steady income stream. The webinar will cover strategies for creating a retirement income plan, key considerations for transitioning your savings into income and practical tools to align your financial goals with your lifestyle.
Understanding Your Credit with HomeStreet Bank
Monday, April 21, from 12:00 to 1:00 p.m.
Join HomeStreet Bank for an enlightening webinar on understanding and improving your credit. This session will cover how to access and interpret your credit report, proven strategies to improve your credit score, and exclusive benefits available through the HomeStreet Bank Affinity Program. Whether you’re new to credit or refining your strategies, this session offers actionable tips for taking control of your financial health.
How to Financially Prepare for the Unexpected with Fidelity
Monday, April 28, from 12:00 to 1:00 p.m.
An important part of financial health is having a plan for navigating uncertain times. Join Fidelity for a practical webinar on Monday, April 28 discussing financial strategies when facing the unexpected. This session will cover emergency financial planning, preparing for income changes and building financial resilience.
Investing Fundamentals: An Introduction to Investing with TIAA
Tuesday, April 29, from 12:00 to 1:00 p.m.
If you’re looking to explore the world of investing, don’t miss this webinar led by Kevin Collins, Director of Financial Consulting at TIAA, this session will provide a foundational understanding of investing, including insights into retirement planning and risk management. Kevin will guide you through key concepts to help you make informed investment decisions and build long-term financial confidence.
April is your opportunity to take control of your financial future. Through expert-led webinars, practical resources and actionable tips, The Whole U’s Financial Literacy Month is here to support you every step of the way.
Thank you to BECU and TIAA for sponsoring The Whole U.