The Library

Becoming a Provider

• Application for Debtor Education Provider
  U.S. Department of Justice

Debtor Handbooks

• Debtor Orientation (Updated for BAPCPA)
  Office of Frank M. Pees
• Debtor Orientation
  Office of Frank M. Pees
• Business Handbook
  Office of Frank M. Pees
• Debtor Education
  Office of Marion "Al" Olson
• Debtor Education Program
  Office of Jody Troxler, Richard Hutson, II, and Kathryn Bringle

Historical Background

• History of Debtor Education in Dallas and Fort Worth
  Office of Tim Truman
• History of Credit Education Coalition in Columbus
  Office of Frank M. Pees

PowerPoint Presentations

• Personal Financial Management Class (BAPCPA)
  Office of Tim Truman
• Debtor Orientation
  Office of Frank M. Pees
• Debtor Orientation - Abridged Edition
  Office of Frank M. Pees
• Debtor Education: First Meeting of Creditors
  Office of Carl L. Bekofske
• How to Succeed at your Bankruptcy: Financial Management and using the tools Bankruptcy Provides
  Office of Debbie Miller and Donald Aikman
• Negotiating
  Office of Jody Troxler, Richard Hutson, II, and Kathryn Bringle
• Chapter 13: Budgeting
  Office of Jody Troxler, Richard Hutson, II, and Kathryn Bringle
• Financial Decision Making
  Office of Jody Troxler, Richard Hutson, II, and Kathryn Bringle

Transparencies

• CYA
  Office of Marion "Al" Olson
• IRS
  Office of Marion "Al" Olson
• Things to Remember
  Office of Marion "Al" Olson
• Type and Length of the Plan
  Office of Marion "Al" Olson
• Claim Types
  Office of Marion "Al" Olson
• Fresh Start
  Office of Marion "Al" Olson

How to Begin

• Implementing a Program
  Office of Marion "Al" Olson
• Setting the Stage
  Office of Frank M. Pees
• Chapter 13 Debtor Education—The Fort Worth Way
  Office of Tim Truman

Handouts

• State and Federal Income Taxes
  Office of Debbie Miller and Donald Aikman
• Payments in Your Chapter 13 Case
  Office of Debbie Miller
• You and Your Attorney
  Office of Debbie Miller and Donald Aikman
• How to Contact the Trustee
  Office of Debbie Miller
• Completion of Bankruptcy; Payoff; Refinance
  Office of Debbie Miller and Donald Aikman
• Life After 13
  Office of Marion "Al" Olson
• Fresh Start Mail Packet Letter
  Office of Marion "Al" Olson
• Rules for Insurance Proceeds
  Office of Debbie Miller and Donald Aikman
• How do My Creditors Get the Money I Owe Them
  Office of Debbie Miller and Donald Aikman
• What is a Claim Objection
  Office of Debbie Miller and Donald Aikman

Financial Budgeting Forms

• Monthly Payment Record Forms
  Office of Mike Fitzgerald
• Credit Bureau Update Request Form
  Office of Marion "Al" Olson
• Spending Plans
  Office of Jody Troxler, Richard Hutson, II, and Kathryn Bringle
• Consumer Questionaire and Authorization
  Office of Marion "Al" Olson
• Financial Goals
  Office of Debbie Miller and Donald Aikman
• Weekly Tracking Worksheet
  Office of Debbie Miller and Donald Aikman

Sample Lesson Plans

• Personal Financial Management Seminar (BAPCPA)
  • Agenda
  • Handouts
  Office of Frank M. Pees
• Sample Lesson Plan (BAPCPA)
  • Financial Planning Cycle
  • Two Hour Class
  • Budget Variance Report
  Office of Jody Troxler, Richard Hutson, II, and Kathryn Bringle
• Lesson 2 in Personal Financial Choices Workbook
  Office of Frank M. Pees