<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div>Sarah,</div><div><br></div><div>I'm so encouraged to see "personal values surrounding money" on the list of important considerations. The tip of the spear for ethical financial planning has been focused on this area, as well as "money scripts" which relate to our earliest encounters with money and how they affect our money behaviors, for some time. </div><div><br></div><div>These topics, and the discussion at large about how we relate to money, seem to be missing from the conversation in academic environments for the most part. Kudos. This is definitely the direction the industry is heading in as financial planning, wealth management, and even financial product sales people are forced to become more focused on the unique situations of each client.</div><div><br></div><div>There are many great sources for this topic, but the best place to start may be found in the books by George Kinder including The Seven Stages of Money Maturity.</div><div><br></div><div>Thanks for the important work you are doing.</div><div><br></div><div>Dave</div><div><br><div>Sent from my iPhone</div></div><div><br>On Jan 15, 2016, at 1:57 PM, Sarah Keene <<a href="mailto:skeene@umn.edu">skeene@umn.edu</a>> wrote:<br><br></div><blockquote type="cite"><div>
<meta content="text/html; charset=windows-1252" http-equiv="Content-Type">
Hi Jennifer and others, <br>
<br>
To piggyback on Nate's response...<br>
<br>
Though it's not currently offered or mandated on the Twin Cites
campus, my department recently finished developing and have
available for license a 1-credit online financial literacy course
aimed at transition/undergraduate students called "Financial
Fitness." Some of our other online wellness courses are being
offered on other campuses, and we hope to share this one with other
schools as well. It could be facilitated entirely online or through
a hybrid format. <br>
<br>
The course also has prepared quiz questions and assignments, which
include reflections on personal values surrounding money, keeping a
spending log, creating a budget, comparison shopping, shopping for
health insurance, responding to a credit report scenario, and
conducting research around a career or field of interest.<br>
<br>
Feel free to visit <a href="http://ri.umn.edu">ri.umn.edu</a> for
more info and contact <a href="mailto:riinfo@umn.edu">riinfo@umn.edu</a>
with any questions.<br>
<br>
Best,<br>
Sarah Keene<br>
<br>
<div class="moz-signature">________________________________<br>
<b>Sarah Keene, M.S.Ed., M.Phil.Ed.</b><br>
Instructor, PUBH1001: Success Over Stress | Rothenberger Institute
| <b><a href="http://ri.umn.edu">ri.umn.edu</a></b><br>
McNamara Alumni Center, Ste 350-1 | Office Hours: by appointment
only<br>
University of Minnesota | <b><a href="http://umn.edu">umn.edu</a></b><br>
<b><a class="moz-txt-link-abbreviated" href="mailto:skeene@umn.edu">skeene@umn.edu</a></b> | 612.626.8335<br>
<br>
<br>
</div>
<div class="moz-cite-prefix">On 1/15/16 9:00 AM, Nate Peterson
wrote:<br>
</div>
<blockquote cite="mid:CAOWnRZU0p5YGYiigcYM0JSBjXekOVoymLzJ7uymDwzv2faj83g@mail.gmail.com" type="cite">
<div dir="ltr">Hi Jennifer,
<div><br>
</div>
<div>At the University of Minnesota-Twin Cities, all of our
incoming undergraduate students complete an online module
(Transit Financial) to assess financial wellness. This is a 2
part module with an implied mandate to complete.
Additionally, all of our incoming 1st year and transfer
students attend a financial wellness session during Welcome
Week titled Live Like a Student (the same name as our
campaign). Finally, we are exploring mandating 1:1 financial
wellness appointments for students receiving institutional
loans. More to come on that one.</div>
<div><br>
</div>
<div>Nate</div>
</div>
<div class="gmail_extra"><br>
<div class="gmail_quote">On Thu, Jan 14, 2016 at 9:52 PM,
Ashton, Bryan <span dir="ltr"><<a moz-do-not-send="true" href="mailto:ashton.53@osu.edu" target="_blank">ashton.53@osu.edu</a>></span>
wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0
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<div link="#0563C1" vlink="#954F72" lang="EN-US">
<div style="direction:ltr;font-family:Times New
Roman;color:#000080;font-size:10pt">
<div style="direction:ltr;font-family:Times New
Roman;color:#000080;font-size:10pt">
Hi Jennifer --
<div><br>
</div>
<div>At Ohio State we have a partial financial
wellness mandate for students as part of our Second
Year Transformational Experience Program. Students
who are enrolled in the program (1,500 this year --
with expected growth in years to come) go through a
two part financial wellness intervention:</div>
<div><br>
</div>
<div>1) Is an online financial module that targets the
raising of awareness around a variety of financial
topics.</div>
<div>2) Is a 1:1 in person coaching appointment that
helps students to understand their personal
financial situation and navigate any concepts that
they would like.</div>
<div><br>
</div>
<div>I would be more than happy to go further in depth
if helpful!</div>
<div><br>
</div>
<div>Bryan<br>
<div><br>
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<div style="font-family:Tahoma;font-size:13px">
<p style="line-height:18px;font-family:Helvetica,Arial,sans-serif;background:#ffffff;color:#333333;font-size:12px"><br>
<span style="line-height:18px;font-family:Helvetica,Arial,sans-serif;background:#ffffff;color:#bb0000;font-size:12px;font-weight:bold">Bryan
Ashton</span> Assistant
Director<br>
<span style="line-height:18px;font-family:Helvetica,Arial,sans-serif;background:#ffffff;color:#bb0000;font-size:12px">The
Office of Student Life</span>
Student Wellness Center<br>
B130 RPAC | 337 Annie and John
Glenn Ave, Columbus, OH 43210<br>
<a moz-do-not-send="true" href="tel:%28614%29%20230-8190" value="+16142308190" target="_blank">(614)
230-8190</a> Office<br>
<span style="padding-right:10px"><a moz-do-not-send="true" href="mailto:ashton.53@osu.edu" style="line-height:18px;font-family:Helvetica,Arial,sans-serif;background:#ffffff;font-size:12px;font-weight:bold" target="_blank"></a><a class="moz-txt-link-abbreviated" href="mailto:ashton.53@osu.edu">ashton.53@osu.edu</a></span> <b><a moz-do-not-send="true" href="http://UrlBlockedError.aspx" target="_blank">swc.<span style="background-color:rgb(255,255,255)">osu.edu</span></a></b>
</p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Arial","sans-serif";color:#1f497d">EDUCATIONAL
SERVICE ONLY; NO ADVICE IS
PROVIDED</span><span style="font-size:6.0pt;font-family:"Times
New
Roman","serif";color:#1f497d"></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Arial","sans-serif";color:#1f497d">Scarlet
and Gray Financial Coaching
is an educational service
only. We do not provide
investment, legal, debt
consolidation, debt
management or tax advice.
The information provided is
for general educational
purposes only, and is not
intended to substitute for
the advice of your
investment, legal, tax
advisors and/or credit
counselors or to be the
basis of specific trading,
investment or debt
consolidation and management
activities. If you need
investment, legal, tax
advice, and/or credit
counseling, please consult
with one of these
professionals.</span><span style="font-size:6.0pt;font-family:"Times
New
Roman","serif";color:#1f497d"></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Arial","sans-serif";color:#1f497d"> </span><span style="color:rgb(31,73,125);font-family:Arial,sans-serif;font-size:6pt">The
links to third-party
financial resources are
provided as a convenience
for informational purposes
only. Neither The Ohio
State University or its
Student Wellness Center
endorses or approves any of
the products, services or
opinions of the entities or
individuals associated with
these links. The Ohio State
University and its Student
Wellness Center bear no
responsibility for the
accuracy, legality or
content of any external site
associated with the links
provided or any subsequent
links.</span></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div style="font-family:Times New
Roman;color:#000000;font-size:16px">
<hr>
<div style="direction:ltr"><font face="Tahoma" color="#000000" size="2"><b>From:</b>
Natfinwellness [<a moz-do-not-send="true" href="mailto:natfinwellness-bounces@lists.osu.edu" target="_blank">natfinwellness-bounces@lists.osu.edu</a>]
on behalf of Schroeder, Jennifer L [SFINA] [<a moz-do-not-send="true" href="mailto:jschroed@iastate.edu" target="_blank"></a><a class="moz-txt-link-abbreviated" href="mailto:jschroed@iastate.edu">jschroed@iastate.edu</a>]<br>
<b>Sent:</b> Thursday, January 14, 2016 2:27
PM<br>
<b>To:</b> <a moz-do-not-send="true" href="mailto:natfinwellness@lists.osu.edu" target="_blank">natfinwellness@lists.osu.edu</a><br>
<b>Subject:</b> [Natfinwellness] Required
Financial Wellness Classes<br>
</font><br>
</div>
<div>
<div>
<p class="MsoNormal"><span style="font-family:"Times New
Roman",serif;color:#262626">We are
currently pursuing creating a required
financial literacy/personal finance
course; I was wondering if any schools
currently have a required financial
literacy or personal financial wellness
type class? If so can you share with me
the name of the class, number of credits
and topics covered?</span></p>
<p class="MsoNormal"><span style="font-family:"Times New
Roman",serif;color:#262626"> </span></p>
<p class="MsoNormal"><span style="font-family:"Times New
Roman",serif;color:#262626">Thank
you!</span></p>
<p class="MsoNormal"><span style="font-family:"Times New
Roman",serif;color:#262626"> </span></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book
Antiqua",serif;color:#262626">Jennifer
Schroeder</span></p>
<p class="MsoNormal"><span style="font-family:"Times New
Roman",serif;color:#262626">Program
Coordinator
</span></p>
<p class="MsoNormal"><span style="font-family:"Times New
Roman",serif;color:#262626">Student
Loan Education Office</span></p>
<p class="MsoNormal"><span style="font-family:"Times New
Roman",serif;color:#262626"><a moz-do-not-send="true" href="http://www.nofearfinance.com/" target="_blank"><span style="color:#262626"></span></a><a class="moz-txt-link-abbreviated" href="http://www.NoFearFinance.com">www.NoFearFinance.com</a></span><u><span style="color:#262626"></span></u></p>
<p class="MsoNormal"><span style="font-family:"Times New
Roman",serif;color:#262626">P: <a moz-do-not-send="true" href="tel:%28515%29294-0677" value="+15152940677" target="_blank">(515)294-0677</a></span><span style="color:#262626"></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times
New Roman",serif;color:#262626"> </span></p>
<p class="MsoNormal"><a moz-do-not-send="true" href="https://twitter.com/IAStateLoanEdu" target="_blank"><span style="color:#262626;text-decoration:none"><mime-attachment.jpg></span></a><span style="color:#262626">
</span><a moz-do-not-send="true" href="https://www.facebook.com/Iowa-State-University-Student-Loan-Education-Office-433931383484701/?fref=ts" target="_blank"><span style="color:#262626;text-decoration:none"><mime-attachment.jpg></span></a><span style="font-size:10.0pt;font-family:"Times
New Roman",serif;color:#262626"></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times
New Roman",serif;color:#262626"> </span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times
New Roman",serif;color:#262626"> </span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Times
New Roman",serif;color:#c00000">A
new year means a new FAFSA!</span></i><span style="font-size:10.0pt;font-family:"Times
New Roman",serif;color:#c00000">
<b><i>Make sure you complete the <a moz-do-not-send="true" href="http://www.fafsa.gov/" target="_blank">
<span style="color:#0563c1">2016-17
FAFSA</span></a> application
prior to our <u>
March 1st</u> priority deadline
for maximum financial aid
consideration</i></b><i>.</i></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Times
New Roman",serif;color:#262626"> </span></b></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Times
New Roman",serif;color:#262626">This
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<p class="MsoNormal"><span style="color:#262626"> </span></p>
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-- <br>
<div class="gmail_signature">
<div dir="ltr">
<div>
<div dir="ltr">
<div><span style="color:rgb(51,51,51);font-family:'trebuchet
ms'">Nate Peterson</span><br style="color:rgb(51,51,51);font-family:'trebuchet
ms'">
<span style="color:rgb(51,51,51);font-family:'trebuchet
ms'">Assistant Director|One Stop Student Services | <a moz-do-not-send="true" href="http://onestop.umn.edu/" style="color:rgb(17,85,204)" target="_blank">onestop.umn.edu</a></span><br style="color:rgb(51,51,51);font-family:'trebuchet
ms'">
<span style="color:rgb(51,51,51);font-family:'trebuchet
ms'">222 Pleasant Street SE, 225D Bruininks Hall</span><br style="color:rgb(51,51,51);font-family:'trebuchet
ms'">
<span style="color:rgb(51,51,51);font-family:'trebuchet
ms'">University of Minnesota | <a moz-do-not-send="true" href="http://umn.edu/" style="color:rgb(17,85,204)" target="_blank">umn.edu</a></span><br style="color:rgb(51,51,51);font-family:'trebuchet
ms'">
<span style="color:rgb(51,51,51);font-family:'trebuchet
ms'"><u><a moz-do-not-send="true" href="mailto:pete2787@umn.edu" target="_blank">pete2787@umn.edu</a></u> | <a moz-do-not-send="true" value="+16126261431" style="color:rgb(17,85,204)">612-625-0160</a></span></div>
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