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?
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2020 AADMM Virtual Conference
November 13-14, 2020
EVENTS AND WEBINARS
What's New in Taxes for 2021
LIVE 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 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.
Financial Anxieties - How to Recognize it in Your Clients
RECORDED WEBINAR
Do you have clients that are overwhelmed with the current financial uncertainties, regardless of how much money or assets they may have? Learn how to identify when clients have created an unhealthy or unwanted pattern of financial dependence and identify the difference between typical & clinical anxiety.
Business Basics
RECORDED WEBINARS
The Business Basics Recorded Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession.
The webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis.
Daily Money Managers: Agents Under a Power of Attorney, Trustee or Executor
Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? There is a growing need for people who can act as their agents for financial matters.
Financial Paperwork Got You Down?
If you or someone you know is looking for assistance with their financial paperwork, please check out the AADMM website to find a DMM in your area or one that works remotely.
5 Strategies for Juggling Life, Work & Caregiving
Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job.