
This April, the University of Washington came together for a meaningful month of learning, reflection and growth during Financial Literacy Month. Through webinars, resources and conversations with trusted partners, we focused on supporting UW faculty, staff and their families in building financial confidence and strengthening their financial well-being.
The response from the UW community has been nothing short of spectacular. We are thrilled to share that over 1,200 UW faculty and staff registered to participate in the month-long program. Even more impressive is how consistently you engaged: Across our live webinars, we saw a staggering 3,600 total session attendances. “More of events like this, please!” one attendee, Kari, shared, reflecting the incredible enthusiasm we saw all month.
Beyond the live learning sessions, the conversation also flowed on The Whole U’s Community on MS Teams. Colleagues connected, answered each other’s questions, and shared personal wins and budgeting strategies.
Building confidence week by week

Each week in April tackled a different topic. You can watch each webinar recording and conneet with the experts from our Financial Literacy Month hub.
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Week 1: Financial foundations and credit health. We kicked things off by demystifying credit scores and learning actionable ways to protect and improve our credit health.
Participants appreciated the practical approach, with Betty noting, “Giving us examples that relates to our daily lives really helps me understand and figure what I can do to improve my current and future credit ratings.”
Another attendee, Leanne, added, “I learned a lot about how inquiries affect my credit score; I didn’t know this before. Great advice from the presenter!”
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Week 2: Everyday budgeting and cash flow. We focused on the day-to-day, exploring practical tools to make our hard-earned money work exactly how we want it to, without sacrificing the fun.
The provided tools were a hit, as Kathryn mentioned: “I liked the worksheet and the 50-30-20 rule. I will be incorporating this practice into my budgeting as I am saving to buy a camper van!”
Another staff member, Laura, shared, “Great presentation that was simple to follow and incorporated issues that we all can face in our everyday lives. I like the template approach to aid in setting up a budget to see actual numbers.”
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Week 3: UW retirement readiness. We took a deep dive into the long game, exploring how to maximize UW benefits and set clear, achievable goals for the future.
Demystifying these topics is a core goal of the Whole U, and we were thrilled to hear feedback from Mina, who said, “The presenter explained things in a very novice-friendly, easy to understand way. I think this is the first time I remotely understood retirement finances in some way.”
The engagement level was high, with another attendee, Gary, adding, “The presenter was super positive and energetic! I didn’t need my afternoon coffee!!!”
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Week 4: Investing and long-term wealth. We wrapped up by discussing how to protect our financial safety nets, especially for the “Sandwich Generation” balancing the costs of both aging parents and growing children, alongside everything you need to know about Social Security.
As Lisa noted about the complex timing, “My kids are finally independent but now I’m in the middle of caring for my mom so all the info was very pertinent.”
When looking toward the future, attendees walked away with a wealth of knowledge.
“The speaker was EXCELLENT! The information super useful and actionable,” shared Serge, while Betty realized it’s “never too early to think about Social Security.”
Overall, the sessions provided incredible value, perfectly summed up by Emily, who said, “The presenter managed to cover a huge amount of content in an hour. I thought I already knew about the topic because my son has received benefits, but I learned a lot of new information!”
Thank you to our partners and sponsors
This month of impactful programming would not have been possible without the expertise and generosity of our community partners. We want to extend our gratitude to BECU, WSECU, Mechanics Bank and TIAA for providing your expertise at weekly webinars.
And thank you to The Whole U’s sponsors including BECU, Husky Mobile and TIAA.
Keep the momentum going
Financial wellness is a lifelong journey, and the end of April does not mean the end of your progress. We want to ensure you have the tools you need to succeed year-round.
All of the incredible resources from this month will live on permanently on our Financial Literacy Month program hub.
Thank you once again for making Financial Literacy Month 2026 a resounding success. Keep dropping your thoughts in the Teams channel, and we look forward to continuing this journey toward financial wellness together!


Kalena Claveria
Chelsea Murphy

Dan Druliner
Megan West
Aaliyah Earvin






