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
RECORDED WEBINAR
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 are 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.
Upcoming Live Webinar
April 7 @ 5 PM ET – The Elephant in the Room: Understanding Financial Stress
The elephant in the room (or the Zoom, these days) is that debt and credit problems overwhelm people from all walks of life. Productivity, relationships, and health are all affected, at seemingly impossible levels. Whether it is identity theft (credit issue) to not wanting to admit that a debt exists at all, discussing these challenges with clients can be stressful.
Business Basics
LIVE ZOOM WEBINARS
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.
It’s Never Too Late to Set Your Annual Financial Goals!
You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. Writing down your goals can immediately make you feel better — as well as making it more likely you will succeed in achieving them.
You’re Never Too Wealthy to Budget
There’s a common misconception that budgeting and daily money management are only for people living paycheck-to-paycheck or young people just starting out. The truth is, you’re never too wealthy to budget.
How to make your next right financial decision
Creating good financial habits, while avoiding known disastrous mistakes, is generally more impactful to make the right decision .