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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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Financial Education  /  Smart Money Choices

Financial Education

Smart Money Choices

Smart Money Choices is now offering FREE Post-Filing Bankruptcy Education Certification for attendance to the Budgeting and Credit & Debt Management Courses!  If you have filed Chapter 7 or Chapter 13 personal bankruptcy, you are required to complete a course in personal financial management.  Attend a FREE half-day Smart Money Choices conference and take Budgeting and Credit & Debt Management to fulfill your requirements. 


 course descriptions sample agenda directions


Smart Money Choices is a free half-day personal financial-planning conference series for all Ohioans presented by Treasurer Josh Mandel, and supported by a variety of statewide and regional partners.  The conferences are part of Treasurer Mandel's commitment to provide Ohioans with the knowledge they need to make more informed personal finance decisions.

The event includes an opening session and three breakout sessions taught by financial planning experts. This half-day conference is presented from 8:00 am – 12:15 pm. (Registration opens 7:30 am).

smart money choices

Courses that will be offered during the day are Budgeting, Credit & Debt Management, Estate Planning, Consumer Scams, Investments, NEW Student Funding & Debt Management, Retirement Planning and Social Security.



** The State Treasurer’s office of Ohio, Community Education Department is approved to issue certificates in compliance evidencing completion of a personal financial management instructional course in compliance with the Bankruptcy Code in all jurisdictions of Ohio, Northern and Southern Districts. The debtor education coursework (Budgeting and Credit & Debt Management) is approved by the United States Trustee in accordance with 11 U.S.C. §111 and is designed to assist bankruptcy debtors after bankruptcy in their understanding of personal financial management, but does not constitute professional or legal advice. Approved to issue certificates of completion of a personal financial management instructional course in compliance with Bankruptcy Code.  Approval does not endorse or assure the quality of a Provider’s service.
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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.