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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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News

5/31/2011

Cleveland Smart Money Choices Conference Registration Opens

CLEVELAND – State Treasurer of Ohio Josh Mandel announced today that registration has opened for the Cleveland area Smart Money Choices conference, which will be held in Independence on July 8, 2011.   Smart Money Choices is a free personal financial-planning conference series for all Ohioans presented by the Treasurer’s office.  There are six Smart Money Choices conferences scheduled for 2011 that are being held in regions across the state.  Click here for more information, or to register for the Cleveland Smart Money Choices Conference.“Many Ohioans are experiencing financial uncertainty in this economy, and could benefit from access to free financial planning workshops.  Smart Money Choices conferences give attendees valuable tools to help take control of their finances, and better plan for their future,” said Treasurer Mandel.  “These seminars provide Ohioans from all walks of life with free access to qualified financial professionals and experts in their field who can provide advice on specific strategies for making smart money choices.” 

Courses that will be offered during the day are Budgeting, Credit & Debt Management, Consumer Fraud, Estate Planning, Insurance, Investments, Kids & Money, Programs to Help Ohioans, Retirement Planning and Social Security. 

The conferences include an opening session, panel discussion, breakout sessions taught by financial planning experts, and a closing session.  Participants are encouraged to interact with presenters and ask questions.  These all day conferences are presented from 8:00 a.m. to 4:00 p.m.

Information on locations of Smart Money Choices courses and registration is included below.  To view the schedule or register online, visit here.

 

 June 24, 2011 - CINCINNATI - Register Today!
UC Raymond Walters College

9555 Plainfield Road

Cincinnati, OH 45236-1096

 

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 July 8, 2011 - CLEVELAND - Register Today!
Holiday Inn Cleveland South

6001 Rockside Road

Independence, OH 44131

 

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 July 22, 2011 - DAYTON - Registration opens June 13
Hope Hotel & Conference Center

Building #823 - Area A

Chidlaw Road & Spruce Way

Wright Patterson Air Force Base, OH 45433

 

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 July 29, 2011 - COLUMBUS - Registration opens June 20
Columbus State Conference Center

315 Cleveland Avenue - 4th Floor, Room 432

Columbus, OH 43215

 

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 August 12, 2011 - TOLEDO - Registration opens July 5
Owens Community College - Toledo Campus

Audio/Visual Classroom Center

30335 Oregon Road

Perrysburg, OH 43551

 
 

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 August 26, 2011 - YOUNGSTOWN - Registration opens July 18
Holiday Inn Conference Center - Boardman

7410 South Avenue

Boardman, OH 44512

 

 

Please visit www.OhioTreasurer.gov for more information on the Ohio Treasury.

 

 

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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.