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Helping students be financially successful

Helping students be financially successful. John Garrigues Greg Mason Account Executives. Agenda Free! Financial Resources. Preparing for college Paying for college Managing your money . 1. Preparing for college. 2. Preparing for college.

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Helping students be financially successful

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  1. Helping students be financially successful John Garrigues Greg Mason Account Executives

  2. AgendaFree!Financial Resources • Preparing for college • Paying for college • Managing your money 1

  3. Preparing for college 2

  4. Preparing for college Figuring out how to plan and pay for college doesn’t have to be difficult if you have the tools and resources to help guide you through it. • About 3 out of every 5 families do not have a plan to pay for college expenses • Families that were asked how they feel about saving for college were twice as likely to respond with “overwhelmed” than they were with “confident” Source: Sallie Mae How America Saves for College 2013

  5. Preparing for CollegeCollegeSTEPS College planning and money management information CollegeSTEPS Magazine Students receive electronic emails High School & College versions Parents and Guidance Counselors Sweepstakes Random drawings 200 winners per year $1,000 Drawings in August, November, February and May 50 sweepstakes winners each quarter 4

  6. Sample emails with new mobile friendly designs Students get the information they are looking for, on the go!

  7. Preparing for CollegeThe Financial Aid Journey Five Step Guide Overview What information parents and students need and when Research behind the piece Dedicated team Families, High School Administrators and Colleges Results Five steps to discover costs not covered Planning calendar 6

  8. Preparing for CollegeThe Financial Aid Journey Five Step guide – almost 2 years later Online and pdf formats Spanish version YouTube Used by colleges and high schools across the country Websites Orientations Financial Aid Nights Community Events 7

  9. Preparing for CollegeMr. Fellows, the wise college adviser! Wells Fargo YouTube videos discuss the five steps families take in their financial aid journey. Over 1 million views in the first month! 8

  10. Paying for College 9

  11. Paying for CollegeThree Step Guide • Free • Paper and PDF • Does not promote WF products

  12. Paying for Collegewellsfargo.com/student • Student loan essentials: • Student LoanDownsmblog – information about loans and students can ask questions • Wells Fargo Community – great place to ask questions, share knowledge, and learn from each other • Several calculators • Online application

  13. Student LoanDown blogblog.wellsfargo.com/studentloandown A place for students and families to check out conversations focused on the college experience. We cover a variety of topics, from campus tours and applying for college to making the most of your time at school – including how to financing it. Our bloggers even share some of their own college planning experiences to let you know what they’ve learned along the way.

  14. Wells Fargo Communitywellsfargocommunity.com An open forum for students and families to have their college questions answered, while providing helpful information to others. By asking questions, sharing knowledge, and learning from the community – we’ll journey through your education planning adventure together.

  15. Paying for CollegeCalculators Wellsfargo.com/student/calculators How much you may need to borrow Loan Debt vs Earning Power Interest Calculator Private Loan Repayment Consolidation: Combine your private loans 14

  16. Managing your money 15

  17. Managing your moneyHands on Banking Free and non commercial Interactive financial videos Instructional guides for educators PPT’s, handouts, worksheets, quizzes Modules for kids, young adults, military, seniors and more! www.handsonbanking.org Let’s watch

  18. Managing your moneyHands on Banking

  19. Managing your moneySmarter credit videos Understanding Credit The 4 C’s of credit Establishing Credit Protecting credit from identity theft www.wellsfargo.com/smarter_credit/videos Let’s watch

  20. Managing your moneyOnline tools /mobile banking My Money Map My Spending Report Budget watch My Savings plan Preview

  21. Financially Successful StudentsIdeas for using our tools • CollegeSTEPS • Orientations • Scholarship webpage • High School Outreach • Financial Aid Nights • Five Step Guide & Mr. Fellows video • Link on website • Loop video on monitor in FA area Hands on Banking Credit videos

  22. Questions 21

  23. Thank you for attending! John Garrigues(801) 246-4806john.a.garrigues@wellsfargo.comGreg Mason(480) 704-3684gregory.a.mason@wellsfargo.com 22

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