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SMC Speakers Bureau

Continuing our long-standing partnerships with agencies and experts throughout the state, the Treasurer’s Office has created the Smart Money Choices (SMC) Speakers Bureau, connecting host organizations with the right expert across Ohio.  

Our experts are well versed in the following areas:
  • Budgeting
  • College Savings
  • Consumer Protection
  • Credit & Debt
  • Estate & Legacy Planning
  • Financial Planning
  • Financial Planning for Seniors
  • Financial Planning for Small Businesses 
  • Financial Readiness for Military Service
  • Housing & Homeownership
  • Identity Theft
  • Insurance
  • Investments
  • Medicare & Medicaid
  • Problem Gambling
  • Retirement Planning
  • Risk Management
  • Special Needs Trust Planning

Looking for a Speaker?

Does your organization, school, or company need a financial literacy expert to present at your next meeting or event?  We can help.  Our experts won’t make a sales pitch and are here to help you become more financially fit.


Our speakers can help you satisfy various standards in the Ohio Model Curriculum for Financial Literacy.

Connections to Ohio Model Curriculum
  • High School – Financial Literacy Content Statements #1, #2, #6, #8, #9, #12, #13, #16, #17, #21, #22, #23, #24, #25, #26, #27
Complete and return this form, and we’ll connect you with the right presenter in your area.

Don’t forget – you can show one of our Smart Money Choices (SMC) Direct presentations, too!  Click HERE for a full listing of our online presentations.

Our current SMC Speakers Bureau includes individuals from the following agencies and companies:

Better Business Bureau Dayton/Miami Valley
Better Business Bureau Cincinnati
Carlile Patchen & Murphy LLP
Directions Credit Union
Fifth Third Bank
Financial Planning Association of Central Ohio
Gatesman Financial
Great Lakes Credit Union, Inc.
LifeSpan Financial Counseling & Education
Ohio Attorney General Mike DeWine
Ohio Department of Mental Health Addictions
Ohio Saves
The Ohio State University Extension
Ohio Tuition Trust Authority
Rodriquez Financial Strategies, LLC
Trinity Debt Management
Waddell & Reed

Interested in becoming a member of our Smart Money Choices (SMC) Speakers Bureau

Complete and return the application along with a biography/resume and presentation materials to the email below.

For more information, contact us at (800) 228-1102

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