Upcoming Workshops & Resources

Find upcoming dates and information for financial education workshops hosted by the Office of the State Treasurer

Financial Education Opportunities 

The Office of the State Treasurer (OST) is committed to elevating financial education and wellness across the state. Through workshops and seminars that cover everything from the basics of creating a personal budget to managing debt and investments, OST provides a range of opportunities for education and engagement for anyone looking to strengthen their financial skillsets.

Below you will find information about upcoming events and links to educational resources. Additional opportunities will be added as they become available.

Sign up to participate in upcoming sessions using the links below, or you can reach out to OST Financial Education Administrator John McKenney with questions. Email John at john.mckenney@tre.wa.gov or call with questions at 360-890-2060.

 

Financial Wellness 101 Workshops

(All workshops are free to attend.)

View the schedule below and sign up for our upcoming Financial Wellness 101 workshops — brought to you at no cost by the Office of the State Treasurer and WorkSource Washington. Attendees can participate in-person at WorkSource of Thurston County or attend online — so no matter where you are in Washington you are welcome to participate! Each month, the State Treasurer’s Financial Education Administrator hosts three different free workshops focused on budgeting, credit & debt, and consumer cautions.

  • The budgeting workshop teaches how to set financial goals and create a budgeting plan.
  • The credit & debt workshop details how to build and improve your credit history and make a debt payoff plan.
  • The consumer cautions workshop teaches techniques to start budgeting conversations with your family and avoid identity theft.

All registered participants will receive a Zoom link on the morning of the workshop. You may attend either online or in person. The registration links below allow you to participate in either format.

JULY:

Financial Wellness 101 – Part A: Budgeting:

Monday, July 13 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

Financial Wellness 101 – Part B: Credit & Debt:

Monday, July 20 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

Financial Wellness 101 – Part C: Consumer Cautions:

Monday, July 27 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

 

AUGUST:

Financial Wellness 101 – Part A: Budgeting:

Monday, August 10 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

Financial Wellness 101 – Part B: Credit & Debt:

Monday, August 24 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

Financial Wellness 101 – Part C: Consumer Cautions:

Monday, August 31 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

 

SEPTEMBER:

Financial Wellness 101 – Part A: Budgeting:

Tuesday, September 1 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

Financial Wellness 101 – Part B: Credit & Debt:

Tuesday, September 8 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

Financial Wellness 101 – Part C: Consumer Cautions:

Tuesday, September 15 @ 9:00am – 11:00am

IN-PERSON & ONLINE Registration

There is now ONE registration link for both in-person and online participants

 

Understanding Your Student Loan Debt – A Public Service Loan Forgiveness Workshop:

Did you miss the ‘Understanding Your Student Loan Debt – A Public Service Loan Forgiveness Workshop’ or would you like to review the material? Watch a recording of the workshop here.  Also, you can access the PowerPoint slides from the workshop here.

Contact

John McKenney, Financial Education
Phone