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How daily money managers work with other 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?
Join and Become a Member
In-person networking event
Connect with your fellow members during AADMM’s in-person networking event.
SATURDAY, JULY 23, 2022 PITTSBURGH, PA
2022 AADMM Virtual Annual Conference
November 4-5, 2022
EVENTS AND WEBINARS
New Recorded Webinar
Learn How to Save Your Clients from Dreaded Credit Issues!
Learn how to save your clients from dreaded credit issues! Learn where to start when unravelling credit issues and fraudulent accounts on credit reports and how to gain a better understanding of what credit monitoring services truly provide as opposed to what is advertised.
New Recorded Webinar
Protecting Client Data: Security Tips for Money Managers
In an increasingly cyber-insecure world, daily money managers are responsible for the resources they possess. Whether it’s their own information, or the data of their clients, participants in this webinar will receive practical guidance to help them understand how to protect their client data, whether using Macs or Windows computers.
Business Basics
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.
Why are Some of Us More Vulnerable to Financial Fraud?
Fraud can happen to anyone. Age, income, education, and level of financial literacy do not matter. While no one demographic characteristic makes one person more susceptible to fraud than another, some people are more likely to be victimized.
Are you overspending your budget? 7 tips on how to switch to savings
With a little bit of planning and deliberate decision making you CAN change from overspending to saving. Learning how to not overspend is difficult, but it can be done
What’s Your Current Financial Focus? Each decade you must change.
Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal finance management that will likely promote financial stability across your entire life. You’ll have an edge for sustainable improvement of your personal finances.