For Individuals & Families
Resources and information on how a DMM can help you.
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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
New LIVE Webinar
QuickBooks Online
Wednesday, January 12, 2022 @ 5 p.m. EST
This QuickBooks Online (QBO) webinar will focus on the higher-level benefits Daily Money Managers and their clients could be getting from using QuickBooks Online while providing services.
Participants will gain an insight into how a DMM can use this robust accounting software tool in providing services for their clients and running their own business.
New LIVE Webinar
The Cost of Clutter and the Benefits of Organizing
Wednesday, December 8, 2021 @ 5 p.m. EST
The costs of clutter and the benefits of organizing is a topic that has many dimensions, both positive and negative. It can affect our health and wellbeing, our time, and our finances. This webinar will educate and inspire Daily Money Managers about the side effects of clutter as well as provide organizing solutions so they can positively influence their clients’ lives. In particular, the cost of clutter, with regards to money and finances and the benefits of organizing their homes and their paper will be highlighted.
Business Basics
5-Part Recorded Webinar Series
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.
Professional Collaboration: How DMM-CPA Teamwork Can Help You During Difficult Times
Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need. Here is a recent example of a DMM-CPA collaboration to help.
Care Collaboration: How Professional Teamwork Can Serve Your Family During Stressful Times
An Aging Life Care Professional and daily money manager team can deliver the expertise to resolve both health and financial questions quickly and allow your family to maintain familiar and loving roles.
Daily Money Managers Help Settle Estates
Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process.