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
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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2021 AADMM Virtual Conference
November 12-13, 2021
EVENTS AND WEBINARS
Upcoming Live Webinar
How DMMs can help Client’s Lawyers Successfully Prosecute an Investor Fraud Case
Wed, October 13 @ 5:00 pm ET
This webinar will teach participants about what lawyers look for when evaluating a potential case on behalf of an investor against an advisor, broker, promoter, salesperson, and others who may be liable. The webinar will provide DMMs insight into signs of fraud that they might come across when reviewing client expenses or assembling documents for annual income tax organizers.
New Recorded Webinar
Medicare: Tips on Getting All the Benefits Available
Medicare continues to change and adapt to the economic and healthcare environment.
Participants will receive ideas, tools, and updates to help their clients access benefits and avoid pitfalls in Medicare and the programs associated with Medicare.
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.
What is the difference between a bookkeeper and a daily money manager?
People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money manager before. Both keep an eye on day-to-day finances, but daily money managers are distinctively different from bookkeepers because of who they serve, and they have different skill sets.
A Daily Money Manager will help you and work with your financial team
In your financial life, it’s important to have a team of trusted advisors to help you make the best financial decisions for your present and your future. Knowing your strengths puts you in a great position to be able to build a great team. Your daily money Manager is familiar and works with a variety of professionals to organize your financial life to help you. A daily money manager walks beside you to review what is already in place and help you build the team with all the necessary players.
3 Reasons to Organize Your Finances and Where to Start
Sorting, updating, and organizing your important documents and financial information is an important first step to building a strong financial foundation. Here are 3 reasons to get financially organized.