For Individuals & Families
Members
Member resources, news, education and certification
Referral Partners
How daily money managers work with other professionals
Find a Daily Money Manager in Your Area
Daily Money Managers (DMMs) represent individuals and businesses in the field of daily money management. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.
What is a Daily Money Manager?
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EVENTS AND WEBINARS
Upcoming Events
Live Events and Webinars
AADMM hosts a variety of events designed for Daily Money Managers, including monthly live webinars, members-only book club meetings, new member webinars and the AADMM Annual Conference.
Recorded Webinars
Earn CEU Credits!
Explore our catalogue of past webinars and recorded events covering topics such as Standards of Practice, Types of Expenses, Payroll, Finance, Bookkeeping and Bill Pay, Ethics, and more! You can even earn CEU credits.
Business Basics
2-Part Webinar Series
This series is designed for those considering Daily Money Management (DMM) as a career or those new to the profession. This webinar sets forth the components needed to perform the duties of a DMM on a day-to-day basis.
Organizing Tax Paperwork for Easy Tax Filing
Having the right paperwork at your fingertips for reporting on your annual tax return is one bright spot in an otherwise dismal task. Whether you outsource your tax filing or do it yourself, having a system for tracking, gathering and categorizing necessary documents (ideally throughout the year) will save you time and money. Also the ability to reliably find important documents when you need them is a game changer.
Finding Peace of Mind with a Digital Vault
Imagine the relief of knowing your family’s important information is organized, securely stored and accessible whenever it’s needed.
That’s the promise of digital vaults — platforms that provide safe, centralized hubs for keeping sensitive documents and information. Accessible from any device, digital vaults use advanced encryption and user-defined access controls to ensure users’ data stays protected while being available to those who need it.
When Building a Budget, Keep Your “Why” in Mind
Creating a budget is a fundamental step toward achieving financial stability and reaching your financial goals. However, the process can sometimes feel overwhelming or restrictive. The key to a successful budget is not just about numbers; it’s about understanding your “why” – the reason behind your financial goals. Here’s a guide to help you build a budget while keeping your “why” in mind.