Personal Finance Management After BankruptcySM is ClearPoint Financial Solutions' comprehensive personal finance program, tailored to meet the needs of people emerging from bankruptcy. The Personal Finance Management After BankruptcySM workshop will be offered at two office locations in the Los Angeles area, as well as in our Sacramento and Stockton offices of ClearPoint (formerly ByDesign Financial Solutions). The 2-hour workshop will be taught by a certified credit counselor who is an experienced workshop presenter and attendance is limited to 20 people. In the workshop, you will gain a wealth of information on properly managing your finances and learn from the experiences of other people in the class.
The workshop covers a number of financial literacy topics, including:
- Creating a personal budget;
- Establishing financial goals;
- Reducing expenses and increasing income;
- Evaluating insurance needs;
- Properly handling a checking account;
- Using credit wisely;
- Addressing debt;
- Obtaining credit reports;
- Improving credit reports and credit scores;
- How to avoiding becoming a victim of identity theft.
By attending a workshop, you will earn a certificate that meets the pre-discharge debtor education requirement of the new bankruptcy reform legislation, BAPCPA. ClearPoint is approved to issue certificates [evidencing completion of a personal finance management course] in compliance with the Bankruptcy Code.*
All information shared with ClearPoint staff will remain strictly confidential, as explained in our privacy policy.
Click here to view a schedule of the upcoming Personal Finance Management After BankruptcySM workshops at ClearPoint (formerly ByDesign Financial Solutions).
The cost for the Personal Finance Management After BankruptcySM workshop is $40.
This service will be initially available only to California residents.
*Approval does not endorse or assure the quality of a Provider's services.
