Spring 2022 Workshops

Special Topics with John Garrigues

Protect Against Fraud

  • February 24th, 12 pm
  • Learn information on how to spot common scams in emails and texts and tips to help protect yourself.
  • The workshop is virtual and can be attended through this link: https://umontana.zoom.us/j/2482306737 

Healthy Financial Habits

  • March 24th, 12 pm 
  • Get started on your journey to better financial health with small changes that can easily turn into habits that could have a big impact on your financial health. 
  • The workshop is virtual and can be attended through this link: https://umontana.zoom.us/j/2482306737 

Student Loan Repayment Basics

  • April 21st, 12 pm 
  • Learn what you need to know when it's time to repay your loans. 
  • The workshop is virtual and can be attended through this link: https://umontana.zoom.us/j/2482306737 

About John Garrigues:

At Wells Fargo, we understand students, faculty, and staff may have many demands on their time, and varying concerns about their financial future. Wells Fargo At WorkSM is a complementary financial wellness program tailored for the unique needs of your campus. I’m happy to introduce myself as your Wells Fargo At WorkSM campus program manager. I am able to meet with you, to be your point of contact for all of Wells Fargo’s financial education resources.

I have 35 years of experience with Wells Fargo and have been in the banking industry for 35 years.
I earned a Masters of Business Administration degree and Bachelors of Science degree in Marketing from Utah State University. I am also the Board President of the Utah JumpStart Coalition and a member of the Utah Council for Financial and Economic Education (UCFEE).

I look forward to working with you to learn more about how we can help you support the financial needs of your campus.

Paying For College 101: 

  • February 3rd, March 3rd, April 7th, May 5th (all workshops at 12 pm)

Student Loan Forgiveness: 

     February 10th, March 10th April 14th and May 12th (all workshops at 12 pm)

Repay Student Loan Debt: 

February 17th, March 17th, May 19th (all workshops at 12 pm)

 

FAFSA Workshops: 

Navigating Financial Aid: 

 

 

All workshops are held virtually.

 

Additional Workshop Resources: 

Wells Fargo Beyond College Webinars:

Future of Student Loans Recorded March 22nd, 2021

Previous Workshops

This presentation covers all loan repayment, consolidation and forgiveness topics for students entering repayment.

Here is the PDF of the presentation.

Here is the webinar of the presentation.

Here is the Student Loan Repayment Seminar handout along with the Income-Driven Repayment Plan handout.  

This presentation walks UM Employees through the qualifications for Public Service Loan Forgiveness (PSLF).

Here is a PDF of the presentation.

Here is a webinar of the presentation.  

Here is the workshop handout along with the Income-Driven Repayment Plans handout.

Here are the instructions from HRS about how to complete your Employment Certification Form.  

Here is the Employment Certification Form you will need to complete for PSLF.  

This presentation covers the basics of budgeting, credit and Federal Financial Aid.

Here is the PDF of the presentation.  

Managing your finances after college can be difficult!  In this presentation we looked at how to know if a job offers a good salary for the area you will be working in, how to balance a budget in post-colligate life, common pitfalls to avoid and how to best utilize the resources your employment gives you.  

Here is the PDF of the Financial Adulting presentation

Here is page 1, page 2, page 3 and page 4 of the handout for the presentation.  

This presentation covers the basics of budgeting, credit and Federal Financial Aid.

Here is the PDF of the presentation.  

Here is the webinar of the presentation. 

The Financial Education Program presented about Federal Student Aid, Budgeting and Credit to the incoming students of Bitterroot College.

Here is the PDF version of the presentation.

Here is the Semester Budgeting handout.

Here are the Expense and Income Checklists as well as the Yearly Budgeting Excel file.  

Financial Education presented to third year Physical Therapy students about student loan repayment and post-collegiate budgeting.

Here is the PDF of the presentation.

Here is the handout about student loan repayment.

Here are the Expense and Income Checklists as well as the Yearly Budgeting Excel file.  

Freshman year is the best time to plan out your financial strategy for paying for college!  This workshop covered the basics of personal finance as well as an introduction to how student loans function and how they will impact the borrower in the future.

Here is a PDF of the presentation.

Here is a PDF of the Semester Budgeting Form.

Here are the Expense and Income Checklists as well as the Yearly Budgeting Excel file.  

Freshman year is a great time to plan out your financial strategy for paying for college!  This workshop covered the basics of personal finance as well as an introduction to how student loans function and how they will impact the borrower in the future.  

Here is a PDF of the presentation.

Here is a PDF of the paper Budgeting Form handed out during the presentation.

Here is the Excel Yearly Budgeting file.  

Financial Education presented to graduating students about the process and pitfalls of student loan repayment.  This presentation equips students with the information and vocabulary they need to be successful in the repayment of their student loans.  

Here is a PDF of the presentation.

Here is the handout central to the presentation. 

Here is the Employment Certification Form necessary for Public Service Loan Forgiveness. 

Here is the table showing the differences between all 4 of the Income-Driven Repayment Plans.  

 

Financial Education presented to students in the Davidson Honors College about the basics of budgeting, post-collegiate budgeting and how to account for the change in costs when moving to a different city.

Here is the PDF of the presentation.

Here is the Building a Better Credit Report booklet.

Here are the Expense and Income Checklists as well as the Yearly Budgeting Excel file.  

The Financial Education Program joined the Curry Wellness in a presentation titled "Stressed, Tired and Broke" focused on helping students find ways to receive stress, rest more and utilize budgeting strategies to improve their finances.  

Here is the PDF of the budgeting portion of the workshop. 

Students transitioning out of college often have new expenses to pay including repayment of their loans.  This presentation covered ways to prepare for those expenses and the tools for repayment of student loans.

Students wanting to follow the budget given in this presentation should first fill out the Expenses Checklist then fill out the Income Checklist.  The information from those sheets can then be included in the blank Yearly Budgeting Excel spreadsheet used in the presentation.

Here is the PDF version of the Loan section of the presentation.  

Here is the PDF version of the Budgeting section of the presentation.

This presentation showed how to maintain healthy eating habits while sticking to a small budget!

Sites referenced in the presentation: 

SNAP Benefits 
Optimal Bear Pinterest Page
Missoula Farmers Market
Clark Fork Market
Garden City Harvest

Students utilizing Veteran's Benefits often have delayed income, making budgeting challenging.  This presentation covered ways to prepare for those delays.

Students wanting to follow the budget given in this presentation should first fill out the Expenses Checklist then fill out the Income Checklist.  The information from those sheets can then be included in the blank Yearly Budgeting Excel spreadsheet used in the presentation.