wells fargo efs –so much more than private student loans pasfaa conference session; 10/14/2014...

Wells Fargo EFS –so much more than private student loansPASFAA 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

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

What we’ll cover todayAlways available at wellsfargo.com/student

3

Preparing for college

3

4

CollegeSTEPS® programwellsfargo.com/collegesteps

4

Wells Fargo’s CollegeSTEPS® program provides college planning and money management tips for high school and college students as well as their parents and families.

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.

CollegeSTEPS ProgramWho can sign up? High school students Parents of high school students College students Parents of college students Guidance counselors

Consolidation

Sign up for program

Receive welcome

email with resources

Students are automatically entered into sweepstakes upon signing themselves up for the program.

Ongoing CollegeSTEP

S emails covering

topics relevant to students

year in school

Yearly resource updates

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.

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.

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 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. 9

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.

10

11

Paying for College

11

Tuition Funding Sourcestuitionfundingsources.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

12

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.

14

• 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

15

Money management for students and adults

15

Hands on Banking Programwww.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! 16

Managing Your MoneyHands on Banking

17

Managing Your MoneySmarter credit videos

Understanding Credit

The 4 C’s of credit– www.wellsfargo.com/smarter_credit/videos

Establishing Credit

Protecting credit from identity theft

18

19

Financially Successful StudentsIdeas 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

20

Major sponsorships and community investments

20

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! Tourhttp://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! Tourhttp://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 October 2014• Houston November 2014• Miami December 2014

Join the conversation on social media using #GoCollege and#WFCollegeTour

Questions?

Thank you for attending.

25