We focus on your daily money matters so you can focus on life.
previous arrow
next arrow
Slider

For Individuals & Families

Resources and information on how a DMM can help you.

Members

Member resources, news, education and certification

Referral Partners

How daily money managers work with other financial professionals

Special Announcement on COVID-19

We would like to provide you with an update on how AADMM is addressing the evolving Coronavirus (COVID-19) situation.
Our #1 priority is the well-being of our members, clients, 
staff, partners and community.

 


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?

Join and Become a Member


2021 AADMM Conference

November 12-14, 2021

EVENTS AND WEBINARS

What's New in Taxes for 2021

LIVE WEBINAR – January 27 @ 7 PM ET

This informative annual webinar is back and will give you an overview of what is new and exciting in the world of taxes for the 2021 tax season. Some of the topics that will be covered include:

  • Annual adjustments in tax rules and thresholds
  • Tax impact of 2020 Stimulus Payments
  • Tax impact of CARES Act including: above the line charitable contributions, and relaxed retirement account rules.

Employment in the Household

 LIVE WEBINAR – March 10 @ 7 PM ET

This session will go through the various issues that arise in household employment and discuss the different types of employment, and what is appropriate for circumstances. We will also discuss the compliance implications, on a broad general level, of other state compliance requirements such as workers compensation and disability benefits (including Paid Family Leave) requirements.

 Participants will gain an understanding of the Federal labor laws for employment in the home, as well as an understanding on how states laws work and coalesce and also an understanding of benefits available to employees such as Paid Family leave, sick and vacation pay, and unemployment which have taken on a greater importance in the time of Covid-19.

Business Basics

LIVE ZOOM WEBINARS

February 5-6 and August 6-7

The Business Basics Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession. These webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis. 

Each event consists of two 1/2 day sessions.