Financial Wellness Fair

The Portage County Financial Wellness Fair is a free opportunity for residents to improve their knowledge and skills in managing their financial resources – and have fun doing it! 

The Fair centers on free half-hour classes on pertinent financial topics, including budgeting, retirement, long-term care insurance, paying for college, credit management, and much more. Attendees receive one entry each for a raffle of donated items just for attending, and one additional entry for each class they attend over the course of the morning. 

The event also features a community expo area for local financial service providers to share more information about their products. It’s a low-stress way of learning more about important financial topics. 

The Financial Wellness Fair is meant for all area residents with an interest in improving their financial positions – regardless of income, age, or other outside factors. 

The 2023 Portage County Financial Wellness Fair will take place Saturday, November 18, 2023 from 9am - 12pm at Ravenna High School (6589 N. Chestnut St., Ravenna, OH 44266).

Event registration is free, but encouraged. Click here to register for this year's Fair.

For more information, contact the Treasurer's Office at 330-297-3586.

Below, you will find a list of presentations scheduled for this year, and copies of presentations from prior versions of the event. While we are not able to supply information for all classes offered in prior years, where we have documents we can share they are available here. Duplicate classes from year-to-year have been omitted in prior class years in order to provide the most up-to-date information here. 

2023 Financial Wellness Fair Presentations (Scheduled) 

Banking - Banking Services for the Underbanked - Portage Community Bank

College - Planning & Paying for College - Kent State University

Credit - Managing Credit - Consumer Credit Counseling Service

Homebuying - First Time Homebuyers' Tips - Akron Cleveland Association of Realtors

Income Tax - Income Taxes and Estate Planning - Farmers National Bank

Insurance - Insurance Everyone Needs - Shannan Jursa State Farm

Investing - Investing Basics - Portage Community Bank

Kids - Teaching Kids About Money - Junior Achievement of North Central Ohio

Legal - Estate Myths - Attorney Andrew Popp

Mental Health - Managing Financial Stress - Mental Health & Recovery Board

Public Transportation - Using PARTA's New Fare System - PARTA

Taxes - Property Taxes and Tax Reduction Programs - Portage Co. Treasurer's Office

Utilities - Managing Utility Bills - Ohio Consumer Counsel

2022 Financial Wellness Fair Presentations 

Budgeting - How to Make and Keep a Budget - Consumer Credit Counseling Service

College - Planning & Paying for College - Kent State University

Credit - Credit Scores and What They Mean - Portage Community Bank

Debt - Dealing with Vehicle Debt - Community Legal Aid

Gambling - Responsible Gambling and Sports Bets - Townhall II

Healthcare - ACA and Medicare - Ohio Health Benefits

Homebuyers - First Time Homebuyers - Portage Community Bank

Housing - Home Relief Program - Community Action Council of Portage Co. Inc.

Insurance - How Liability Insurance Protects You - Jursa Insurance LLC

Kids - Teaching Kids About Money - Junior Achievement of North Central Ohio

Legal - Legal Documents We All Need - Andrew Popp Esq.

Property Management - Property Fraud Alert and Recorder's Office Programs - Portage Co. Recorder Lori Calcei

Public Transportation - Using PARTA EZFare - PARTA

Taxes - Property Taxes and Tax Reduction Programs - Portage Co. Treasurer Brad Cromes

2021 *Virtual* Financial Wellness Fair Presentations

Estate Planning - Top Myths Busted - Attorney Amy Turos

Housing - Mortgage/Rental Assistance Programs - Community Action Council of Portage County, Inc.

Identity Theft - Learn How To Protect Yourself - Ohio Attorney General's Office

Investing - Envision Planning Tool - Huffman Mayer Paolo Wealth Management 

Legal - Powers of Attorney and Guardianships - Attorney Andrew Popp

Medicare - History, Benefits and Plans - Managed Care Consultants, Inc.

2020 *Virtual* Financial Wellness Fair Presentations

Budgeting - The ABCs of Money Management - Ina Sayre, Portage Community Bank

Credit - The Past, Present and Future of Credit - Brad Cromes, Portage Co. Treasurer

Home Ownership - First-Time Homebuyer Class - Mark Chuey, Cortland Banks

Insurance - Insurance Everyone Needs - Shannan Jursa, State Farm Insurance

Jobs - Job Search "How Tos" - Renee Baka, Portage Co. Jobs & Family Services

Kids - Resources to Help K-12 Kids Understand Money - Denice Shafer, Junior Achievement of North Central Ohio

Kids - Teaching Kids to Save - Kathy Vanek, Middlefield Banking Company

Law - Estate Planning - Frank Cimino, Esq.

Law - Power of Attorney v. Guardianships - Mike Dailey Esq., Rosenberg & Associates

Scams - Senior Scams and How to Avoid Them - Ryan Lippe, Ohio Attorney General's Office

Seniors - Social Security Benefits and Planning - Joel Wymer, Wymer Wealth Management

Small Business - Small Business Banking Explained - Chris Pratt, Middlefield Banking Company

2019 Financial Wellness Fair Presentations

Financial Record Keeping Basics - Portage Community Bank

2018 Financial Wellness Fair Presentations

Financial Benefits of a College Degreee - Hiram College 

Individual Health Insurance Options - Kaczmarek Insurance 

Long-Term Car Insurance and Senior Planning - BK Insurance 

2017 Financial Wellness Fair Presentations

Basic Banking Services and Why They're Important - Home Savings Bank

Recent College Graduate Budgeting and Saving - Sloe and Associates

Social Security Claiming Strategies - Apple Growth Partners

What Is Time Banking - Ravenna Community Time Bank