We focus on your daily money matters so you can focus on life.
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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.

daily money management professional
AADMM 2018 board of directors

What is a Daily Money Manager?

Join and Become a Member


2021 AADMM Conference

November 12-14, 2021

EVENTS AND WEBINARS

May CDMM Live Webinar Series

Earn up to 4 CEUs.

Wed, May 5 @ 5 PM ET – When Something Goes Wrong: Helping Your Clients After an Imposter Scam – Now available as recording only

Tues, May 11 @ 5 PM ET – Helping Clients Embrace Cash Flow – Now available as recording only

Tues, May 18 @ 5 PM ET – The New Ethics of Banking

Wed, May 26 @ 5 PM ET – Do I Still Need to Keep That Receipt for Taxes?

New Recorded Webinar

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.