Empowering Financial Wellness: University of Utah Center Initiatives

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Commitment to diversity, equity, and inclusion in financial services to support student populations. Addressing housing issues, credit, budgeting, investments, and tailored education partnerships for holistic financial well-being. Research surveys guide initiatives, with individualized counseling offered by staff.


Uploaded on Dec 22, 2023 | 0 Views


Empowering Financial Wellness: University of Utah Center Initiatives

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  1. Our Full Time Staff Ann House, Director Claudia Sauz, Program Coordinator Beth Hunsaker, Assistant Director

  2. MISSION: We support students by providing evidence-based tools and resources for lifelong financial success. VISION: Students will understand the role of personal finance in their overall wellbeing.

  3. Financial Wellness Center EDI Statement Financial Wellness Center EDI Statement University of Utah Financial Wellness Center is committed to promoting equity, diversity, and inclusion in all aspects of our services. We understand that financial wellness is essential for individuals from diverse backgrounds, and we strive to create a supportive and inclusive environment that meets the unique needs of our community. We welcome and value diversity in all its forms and are dedicated to empowering all individuals to achieve financial well-being.

  4. What issues are we seeing? What issues are we seeing? Housing issues Wanting to invest Lack of credit Credit card issues Creating a budget Spending habits

  5. FWC EDI Initiatives 2023 FWC EDI Initiatives 2023

  6. Research Research Financial Wellness Center has participated in a Financial Wellness Survey to understand the needs facing different populations of students. These survey results will help direct initiatives and resources to address the pressing issues facing our diverse student community. Financial Wellness Center and The University of Utah will participate in this survey every other year.

  7. Partnerships Partnerships Financial Wellness Center will continue to partner with different student organizations to bring tailored financial education to different student populations taking into consideration their background, military connection, culture, gender, and socioeconomic status of the student populations.

  8. Individualized Support Individualized Support Financial Wellness Center staff will continue to offer one on one financial counseling sessions tailored to the individual client. Continued education, including Diversity, Equity and Inclusion training, offered by the AFCPE will be incorporated into the full-time staff training and student peer mentor training.

  9. Inclusive Marketing Inclusive Marketing Financial Wellness Center will create marketing materials and events that are culturally relevant and speak to the experiences of people of color and other underserved communities. This will include using language and imagery that resonates with diverse audiences and providing case studies and examples that are relatable and relevant to their lives.

  10. EDI and Anti EDI and Anti- -Racist Practices Racist Practices Financial Wellness Center will ensure all staff are actively involved in EDI and anti-racist practices and training to better serve the University of Utah s diverse student body.

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