Helping students be
financially successful
John Garrigues
Greg Mason
Account Executives
Agenda
Free! Financial Resources
 Preparing for college
 Paying for college
 Managing your money
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Preparing for college
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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
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Preparing for College
CollegeSTEPS
 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
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Sample emails with new mobile
friendly designs
Students get the information they are looking for, on the go!
Preparing for College
The 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
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Preparing for College
The 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
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Preparing for College
Mr. 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!
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Paying for College
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Paying for College
Three Step Guide
 Free
 Paper and PDF
 Does not promote WF
products
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Paying for College
wellsfargo.com/student
 Student loan essentials:
• Student LoanDown blog – information about loans
and students can ask questions
sm
• Wells Fargo Community – great place to ask
questions, share knowledge, and learn from each
other
• Several calculators
• Online application
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Student LoanDown blog
blog.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.
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Wells Fargo Community
wellsfargocommunity.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.
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Paying for College
Calculators
 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
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Managing your money
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Managing your money
Hands 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!
Let’s watch
www.handsonbanking.org
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Managing your money
Hands on Banking
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Managing your money
Smarter 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
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Managing your money
Online tools /mobile banking
My Money Map
 My Spending Report
 Budget watch
 My Savings plan
Preview
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Financially Successful Students
Ideas 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
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Questions
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Thank you for attending!
John Garrigues
(801) 246-4806
john.a.garrigues@wellsfargo.com
Greg Mason
(480) 704-3684
gregory.a.mason@wellsfargo.com
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