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Smart Money Choices is a free personal financial planning conference series for all Ohioans presented by Treasurer Josh Mandel, and supported by a variety of statewide and regional partners.

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6/5/2013 CPIM Conference: Warrensville Heights
Rep. Dovilla and Treasurer Mandel Hold Press Conference Introducing Transparency Legislation to Post State Checkbook Online
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Bankruptcy Certification

The State Treasurer’s office is dedicated to providing financial education opportunities and resources to Ohioans at every age and stage of life.  Bankruptcy filings have been prevalent throughout the country due to these tough economic times.  The Treasurer’s office wants to help Ohioans recovering from bankruptcy by encouraging and offering easy access to financial education.  The Smart Money Choices conference offer a variety of financial education course options, but attendance to the Budgeting and Credit & Debt Management courses will also qualify an individual to obtain post-filing bankruptcy education certification.

Here are the things you need to know before registering for Smart Money Choices conference in order to receive Post-Bankruptcy personal education certification. Please carefully review the materials below.

Information You Need to Register
Please have the following information ready before you proceed to registration:
•    Your bankruptcy case number
•    Your bankruptcy attorney’s name
•    Your attorney’s fax or email.

You are required to have your bankruptcy case number to register for the course and receive certification.



Smart Money Choices Courses You Must Attend to Obtain Certification
In order to obtain post-debtor education certification, you must attend the courses of Budgeting and Credit & Debt Management.  The Smart Money Choices conference provides additional financial education opportunities to help you prepare for a strong financial future.  We invite you to attend a third financial education course (not required to receive your post-debtor education certification) of your choice including:  Estate Planning, Consumer Scams, Investments, Retirement Planning, or Student Funding & Debt Management.  

United States Department of Justice Disclosure Requirements:
  1. The State Treasurer’s office does not charge any fee for the course.
  2. This course is offered to debtor students without regard to a debtor student’s ability to pay.  In fact, the course is free for all Ohioans, including debtor students.
  3. The Ohio Treasurer’s office does not pay or receive fees or other consideration for referral of debtor students to or by the State Treasurer’s office.
  4. Upon completion of the course, the State Treasurer’s office, Community Education Department will provide a certificate of course completion to the debtor student, which can be provided at the event, mailed, as well as faxed or emailed to you or your attorney.
  5. This course is available currently at the Smart Money Choices conferences.  Each of the below listed Smart Money Choices conferences are held between 8:05 am and 12:15 pm (registration opens at 7:30 am).  Click here to learn more about the course agenda.


 
June 08, 2012 - DAYTON 
Holiday Inn Dayton/Fairborn
2800 Presidential Drive
Fairborn, Ohio 45326
 
June 15, 2012 - CLEVELAND
Holiday Inn Independence
6001 Rockside Road
Independence, OH 44131

 
June 22, 2012 - CINCINNATI 
UC Blue Ash
9555 Plainfield Rd
Blue Ash, OH 45236
  July 20, 2012 - AKRON
Holiday Inn West
4073 Medina Rd
Akron, OH 44333

 
July 27, 2012 - COLUMBUS 
Worthington Holiday Inn
7007 N High St.
Worthington, OH 43085
 
August 03, 2012 - TOLEDO
Owens Community College
30335 Oregon Rd
Perrysburg, OH 43551

August 10, 2012 - YOUNGSTOWN
Mahoning County Career & Technical Center
7300 North Palmyra Road
Canfield, OH 44406

*Public Transportation to the Youngstown Conference:  If you would like to use public transportation please contact WRTA (Western Reserve Transit Authority) to register for EasyGO service and schedule a ride to the conference.  Visit EasyGo Service  Or call 877-845-9782.  The bus stop in Canfield is further than three quarters of the miles from the Mahoning County Career & Technical Center.  You must first register with EasyGo and then schedule your travel up to seven (7) days before the event, but you must give 24 hours notice for scheduling.  Standard bus fares may apply.
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Office Of Debt Mgmt

The Office of Debt Management plays an important role in the operation of state government: it oversees the borrowing of funds to assure it is completed in an efficient manner.
    

SaveNOW

SaveNOW, a program offered by the State Treasurer through our linked deposit authority, offers a 3% bonus interest on savings accounts for Ohio citizens.
    

Smart Money Choices

A free personal financial-planning conference series for all Ohioans presented by State Treasurer Josh Mandel, and supported by a variety of statewide and regional partners.
    

Top-Bottom Review 2011

Review Outlines Steps to Improve Operations, Safeguard Investments, Leverage Technology, Increase Transparency and Modernize Banking Practices
    

e-Funds Transfer

Electronic Funds Transfers makes tax payments easy. Entities that have received a notice from the Ohio Department of Taxation can register for electronic payment via the website.
    

Veteran's Preference

Veteran’s Preference provides veterans with priority to be accepted into the GrowNOW and Ag-LINK linked-deposit programs.
    

GrowNOW

A partnership between eligible banks and the Ohio Treasury, enables small business owners to receive a 3% interest rate reduction on small business loans for two years with the opportunity for renewal
    

Renew & Rebuild Ohio

Small business owners, farmers and homeowners are eligible to receive financial assistance to rebuild and recover following an emergency.
    

Ag-LINK

A program for farms to receive an interest rate reduction on new or existing loans or lines of credit up to $150,000. Applications are accepted on an annual basis from January through March.
    

STAR Ohio

The State Treasury Asset Reserve (STAR) of Ohio, which allows government subdivisions – from municipalities to school districts – to invest funds in a highly-rated public investment pool.
    

CPIM

The Center for Public Investment Management (CPIM) provides continuing education to Ohio’s public funds managers and their oversight authorities.
    

CPIM Conference: Bowling

The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Akron

The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Dayton

The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Columbus

The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

ECO-Link

A partnership between the State Treasurer and participating banks that provides a 3% interest rate reduction for 5 or 7 years on bank loans when completing energy-efficient upgrades to your home.
    

Teacher Academy

The Ohio Treasury's Teacher Academy is a highly successful two-day summer workshop offered in partnership with the Ohio Department of Education and the Ohio Council on Economic Education.