[Natfinwellness] Natfinwellness Digest, Vol 46, Issue 1

Mary Nichols Mary.Nichols at wwu.edu
Wed Oct 31 12:04:40 EDT 2018


We do workshops on those topics currently.   It is difficult because you can't talk specifically about there situation to it's just general.  Is your thought to use multiple people so there will be the one on one interaction?


Mary


Mary Nichols
Western Washington University
Debt Coach
Financial Literacy Intelligence (FLI)
360-650-2903


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Subject: Natfinwellness Digest, Vol 46, Issue 1

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Today's Topics:

   1. Group Financial Coaching (Raines, Benjamin)
   2. Re: Group Financial Coaching (Lee Tabor)


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Message: 1
Date: Tue, 30 Oct 2018 21:21:48 +0000
From: "Raines, Benjamin" <raines.56 at osu.edu>
To: "natfinwellness at lists.osu.edu" <natfinwellness at lists.osu.edu>
Cc: "Greisberger, Brendan" <greisberger.5 at osu.edu>, "Marble,    Blake"
        <marble.11 at osu.edu>
Subject: [Natfinwellness] Group Financial Coaching
Message-ID:
        <DM6PR01MB431588D7572A9A4A33CDC3B3E6CC0 at DM6PR01MB4315.prod.exchangelabs.com>

Content-Type: text/plain; charset="us-ascii"

All,

My colleagues and I exploring the idea of creating a group financial coaching service at Ohio State.  Ideally, this would be something where students leave with something tangible (a budget, credit report, student loan plan etc.), and though some lecture style delivery of information might be necessary, we would primarily like the mode of learning to be hands on and interactive.

Are any of you currently offering a service like this?


Ben Raines
Program Coordinator, Financial Wellness
Office of Student Life, Student Wellness Center
B130 RPAC, 337 Annie & John Glenn Avenue, Columbus, OH 43210
614-292-9045 - Office
raines.56 at osu.edu<mailto:raines.56 at osu.edu> swc.osu.edu<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.osu.edu%2Fowa%2Fredir.aspx%3FC%3D5CdXn89pzboY-XwMR4r0oWBj0HBCuF_oRXg-9p13NXMEdlv5CxrUCA..%26URL%3Dhttp%253a%252f%252fswc.osu.edu%252f&data=02%7C01%7Cmary.nichols%40wwu.edu%7Ce61d04f2fc3d47924f9d08d63f305a48%7Cdc46140ce26f43efb0ae00f257f478ff%7C0%7C0%7C636765874251825916&sdata=MJbGn1Urue6zICHATMUHFrER6CtzJPMgFsVErhw29IU%3D&reserved=0>

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Message: 2
Date: Wed, 31 Oct 2018 12:56:44 +0000
From: Lee Tabor <taborl at queens.edu>
To: "Raines, Benjamin" <raines.56 at osu.edu>, "National Financial
        Wellness        Listserv" <natfinwellness at lists.osu.edu>
Cc: "Marble,    Blake" <marble.11 at osu.edu>
Subject: Re: [Natfinwellness] Group Financial Coaching
Message-ID:
        <BN7PR05MB43379ED630D10EAD9ACA7E98BFCD0 at BN7PR05MB4337.namprd05.prod.outlook.com>

Content-Type: text/plain; charset="us-ascii"

I would love to see what you come up with.  How many folks are on your financial health team currently?

Lee Tabor
Senior Director of Student Accounts
704-337-2467 (direct)




Royal Reminder - It's time to fill out the 2019-20 FAFSA (Free Application for Federal Student Aid) for the fall of 2019.   All students are encouraged to complete the FAFSA to take advantage of federal, state and institutional need based grants and low cost direct loans.  Visit https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.fafsa.ed.gov%2F&data=02%7C01%7Cmary.nichols%40wwu.edu%7Ce61d04f2fc3d47924f9d08d63f305a48%7Cdc46140ce26f43efb0ae00f257f478ff%7C0%7C0%7C636765874251825916&sdata=O3qI8FkEAl7%2FLWp0nsrXplT0cVCC7UeuTXAnJwwlyt4%3D&reserved=0 today to get started.  You (and your parents if you are a dependent student) will need to have completed your 2017 taxes and received confirmation from the IRS that they have been processed in order to utilize the IRS Data Retrieval Tool within the FAFSA.  This tool saves time completing the FAFSA and in the verification process if you are selected.

If you are applying to enroll in the spring or summer of 2019, please make sure to still select the 2018-19 application using your 2016 taxes.

____________________________________________________________________________________________________________________________________________________________________________________

Queens University of Charlotte protects the privacy of its students and their families in compliance with the Family Educational Rights and Privacy Act of 1974 (FERPA).  Federal regulations require that we confirm the identity of anyone requesting information regarding a student's record.  We will ask for an access code before providing any information on a student's account.


From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of Raines, Benjamin via Natfinwellness
Sent: Tuesday, October 30, 2018 5:22 PM
To: natfinwellness at lists.osu.edu
Cc: Greisberger, Brendan <greisberger.5 at osu.edu>; Marble, Blake <marble.11 at osu.edu>
Subject: [Natfinwellness] Group Financial Coaching

All,

My colleagues and I exploring the idea of creating a group financial coaching service at Ohio State.  Ideally, this would be something where students leave with something tangible (a budget, credit report, student loan plan etc.), and though some lecture style delivery of information might be necessary, we would primarily like the mode of learning to be hands on and interactive.

Are any of you currently offering a service like this?


Ben Raines
Program Coordinator, Financial Wellness
Office of Student Life, Student Wellness Center
B130 RPAC, 337 Annie & John Glenn Avenue, Columbus, OH 43210
614-292-9045 - Office
raines.56 at osu.edu<mailto:raines.56 at osu.edu> swc.osu.edu<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Femail.osu.edu%2Fowa%2Fredir.aspx%3FC%3D5CdXn89pzboY-XwMR4r0oWBj0HBCuF_oRXg-9p13NXMEdlv5CxrUCA..%26URL%3Dhttp%253a%252f%252fswc.osu.edu%252f&data=02%7C01%7Cmary.nichols%40wwu.edu%7Ce61d04f2fc3d47924f9d08d63f305a48%7Cdc46140ce26f43efb0ae00f257f478ff%7C0%7C0%7C636765874251825916&sdata=MJbGn1Urue6zICHATMUHFrER6CtzJPMgFsVErhw29IU%3D&reserved=0>

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