Financial health is an important part of holistic wellness. The Whole U is your hub at UW for financial education. Whether your financial goals are in the short term or the long term, the following resources for financial wellness will help you prioritize savings, further your financial education, build strategy and insight and create sounds financial goals.

 Table of Contents

• Consultations and Seminars
• Continuous Learning
• Discounts
• Housing and Home Loans

Consultations and Seminars

Consultations

Need help planning for retirement? The UW offers 1:1 consultations to help you set and achieve your retirement savings goals. As a UW employee, you can meet with representatives from Fidelity Investments, TIAA, or both on-campus or at another location convenient for you.

• Schedule a personal meeting with a Fidelity representative.
• Schedule a personal meeting with a TIAA representative.

Seminars

All throughout the year, The Whole U hosts educational workshops with Fidelity, HomeStreet Bank, TIAA, the Social Security Administration and BECU. Topics range from retirement, housing, and savings goals to learning about credit and identity theft, better budgeting and everything in between.

Learn more and register for upcoming workshops on The Whole U events page.

Continuous Learning

Tune in to The Whole U’s blog for articles and web content centered around achieving greater financial security and personal growth in financial health. Financially Fit articles are supported by The Whole U and UW’s financial partners. Explore content here. 

Discounts

One of the best ways to maximize savings is to spend money where you get a discount! Access UW’s comprehensive discount network, with over 200 discounts across the PNW and beyond organized into a myriad of categories from tickets and events to services, travel and lodging, fitness, and beyond.

Get a discount on standard rates for auto, home, and renters insurance from Liberty Mutual, one of the largest property insurance providers in the country. Learn more on the UW Benefits webpage. 

Housing and Home Loans

Finding the right type of housing in the greater Seattle area can be a challenge. View housing resources for UW employees on the UW WorkLife webpage.

Attend monthly, virtual workshops with HomeStreet Bank through the Affinity Lending Program. View upcoming seminars on The Whole U events page.

Access the HomeStreet Bank Affinity Lending Program special discount for UW employees. Learn more on The Whole U discounts page.