[Natfinwellness] 'Disclaimer' Information for Coaching Appointments

[Claudia Villicana]

Hi Rachel,

When students come in for appointments they complete an intake Google form
before we meet with them to provide us with information about themselves
and why they are visiting. At the end we have a disclaimer and a check box
for them to acknowledge that they understand the disclaimer. Here is what
the disclaimer says:

All information covered in this appointment is for informational &
educational purposes only. It is not intended to be and does not constitute
financial, investment, or legal advice. Any and all information shared
during the appointment will remain confidential. Check the box below to
acknowledge you have read and understand the above statement.

Before we had the intake form we just included the same disclaimer on the
appointment form they take with them at the end of the appointment. We did
not have them sign the form.

Let me know if you have any questions.

Thanks!

Claudia Villicaña
Financial Wellness and Outreach Manager
Financial Aid and Scholarships Office
University of California, Berkeley


On Tue, Sep 6, 2016 at 12:53 PM, Rachel McElaney <rmcelane at scad.edu> wrote:

> Would any schools be able to share any ‘disclaimer’ text they provide to
> students during coaching appointments? Please include information on when
> you provide this text to students – prior to making their appointment or
> during? And do you make students sign anything acknowledging that the
> information they receive in coaching session is just advice and the
> staff/student workers are not financial professionals?
>
>
>
> Thanks so much in advance for sharing!
>
>
>
> Best Regards,
>
> Rachel McElaney
>
> Student Financial Information Coordinator, Financial Wellness Program
>
> Savannah College of Art & Design
>
> P.O. Box 2701
> Savannah, GA  31402-2701
> www.scad.edu
>
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