october 2021

19oct12:30 pm3:00 pmUW Foster School of Business Financial Wellness Seminar12:30 pm - 3:00 pm PT Online Event Organized By: Partner Events

Event Details

By the end of the Financial Wellness Seminar, you will be able to:

Set clear savings goals

  • Determine how much you need for your emergency and retirement savings and how to tactically reach those targets.
  • Understand how to catch up if you have fallen behind on your goals.
  • Know the best options for where to store your savings to maximize growth, including how to use tax advantaged accounts.
  • Create a realistic budget to improve your financial security.

Employ automation to simplify reaching your goals.

  • Find your ideal liquidity ratio.
  • Learn how to reduce overhead, especially bad debt.
  • Discuss options for tailoring your budget to fit your personality and unique timing of expenses and income.

Develop a plan to achieve stronger financial health.

  • Estimate your personal net worth, monthly budget, and cash flow.
  • Use ratios to gauge your financial health.



(Tuesday) 12:30 pm - 3:00 pm PT



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