Wells Fargo EFS –so much more than private student loans

PASFAA Conference session; 10/14/2014 Presenters: Ben Brudnock, EFS Market Relationship Manager for Western PA Heather Vincent, EFS Market Relationship Manager for Central & Eastern PA

© 2014 Wells Fargo Bank, N.A. All Rights Reserved. Confidential

What we’ll cover today

Always available at wellsfargo.com/student

      Wells Fargo focus is on

advice and guidance

as the platform for building relationships with our customers.

Wells Fargo provides

first rate, free educational resources

for colleges, high schools, community based organizations (CBO) and our customers. Our focus is on helping students and parents make informed decisions about a college education.

Preparing for college Paying for college Money management Major sponsorships and community investment

Preparing for college

CollegeSTEPS

®

program

wellsfargo.com/collegesteps Wells Fargo’s CollegeSTEPS and families.

® program provides college planning and money management tips for high school and college students as well as their parents Receive newsletters and emails tailored to the student’s specific year in school to help stay on track and students will automatically be entered in the sweepstakes.

Since 1998, Wells Fargo has awarded more than $1 million to students through its CollegeSTEPS sweepstakes and will award an additional 160 $1,000 cash prizes during the 2014/2015 academic year.

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CollegeSTEPS Program

  Who can sign up?

 High school students Parents of high school students College students   Parents of college students Guidance counselors Sign up for program Receive welcome email with resources

Consolidation

Ongoing

CollegeSTEPS

emails covering topics relevant to students year in school Yearly resource updates Students are automatically entered into sweepstakes upon signing themselves up for the program.

CollegeSTEPS Program

• • We award a total of 160 - $1000 scholarships each year to those enrolled in the CollegeSteps program– 80 to high school students and 80 to current college students.

We have a magazine and brochure that provide helpful information about the program and details about the sweepstakes.

CollegeSTEPS magazine

Provides students and parents with articles, tips, and resources for college planning and money management.

CollegeSTEPS flyer and brochure

Provides information about the CollegeSTEPS program and informs students about the sweepstakes.

Sign up at wellsfargo.com/collegesteps

Sample emails with mobile friendly designs

Get the information you’re looking for, on the go! With our mobile friendly emails, you can access the information you need when it’s convenient for you.

Planning for College Guide

• • Walks students through the college planning process and provides a place where students can keep track of important information.

Provides information such as:  Month-by-month college planning calendar  Choosing a College  Applying for scholarships  Completing the FAFSA  Earning Money for College

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

• • • • •

Tuition Funding Sources

tuitionfundingsources.com

Free scholarship search

 Over 7 million scholarships totaling more than $41B  Local and national scholarship options  Scholarships matched to your personal profile

Financial aid information Student loan resources Career aptitude test Career planning information

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Your Financial Aid Journey in Five Steps

• An easy-to-follow guide, available in English and Spanish, which navigates parents and students through the financial aid process in five simple steps — starting with completing the Free Application for Federal Student Aid (FAFSA).

Your Financial Aid Journey in 5 steps online videos

wellsfargo.com/fivesteps

Wells Fargo has developed a fun, lively video series to help students and families navigate through the financial aid process.

• Mr. Fellows, your wiser college advisor, walks you through each of the five steps • Videos will help you be more informed about the financial aid process • Allows you to go through the videos at your own pace 14

Money management for students and adults

Hands on Banking Program

www.handsonbanking.org

 Free non-commercial resource  Interactive financial videos  Instructional guides for educators  Presentations, handouts, worksheets, quizzes  Modules for kids, young adults, military, seniors and more!

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Managing Your Money

Hands on Banking 17

Managing Your Money

Smarter credit videos     Understanding Credit The 4 C’s of credit – www.wellsfargo.com/smarter_credit/videos Establishing Credit Protecting credit from identity theft 18

Financially Successful Students

Ideas for using our resources         Admissions and prospective student events Orientations events High school outreach Financial aid nights Links on websites Scholarship webpage Career offices on campus Loop videos on monitors in Financial Aid area 19

Major sponsorships and community investments

Hispanic Scholarship Fund (HSF)

http://hsf.net/ 

Since 2003, Wells Fargo has provided $13.2 million in support some of which has gone directly to HSF scholarships supporting over 1,000 students.

First Generation Go College! Tour

http://www.firstgenerationfilm.com/gocollege.php

Backstory:

First Generation tells the story of four low-income students who set out to break the cycle of poverty and bring hope to their families and communities by pursuing a college education. Shot over the course of three years, this award winning documentary explores the challenges these families face and demonstrates how their success has major implications for the future of our nation.

First Generation Go College! Tour

http://www.firstgenerationfilm.com/ gocollege.php

Go College! was created to help shrink the higher education gap amongst first generation college-bound students, minorities and underserved youth through the inspirational stories captured in First Generation. The screenings will also include a panel discussion with the documentary film makers, education leaders, and college financial planning experts.

First Generation Go College! Tour

• • • • • • • • • •

First Generation Go College! tour stops:

Los Angeles March 2014 Las Vegas April 2014 Phoenix April 2014 Oakland April 2014 Washington, DC May 2014 Atlanta September 2014 Minneapolis October 2014 Dallas Houston Miami October 2014 November 2014 December 2014 Join the conversation on social media using #GoCollege and #WFCollegeTour

Questions?

Thank you for attending.

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