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?
Join and Become a Member
2021 AADMM Conference
November 12-14, 2021
EVENTS AND WEBINARS
What's New in Taxes for 2021
LIVE WEBINAR – January 27 @ 7 PM ET
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.
Employment in the Household
LIVE WEBINAR – March 10 @ 7 PM ET
This session will go through the various issues that arise in household employment and discuss the different types of employment, and what is appropriate for circumstances. We will also discuss the compliance implications, on a broad general level, of other state compliance requirements such as workers compensation and disability benefits (including Paid Family Leave) requirements.
Participants will gain an understanding of the Federal labor laws for employment in the home, as well as an understanding on how states laws work and coalesce and also an understanding of benefits available to employees such as Paid Family leave, sick and vacation pay, and unemployment which have taken on a greater importance in the time of Covid-19.
Business Basics
LIVE ZOOM WEBINARS
February 5-6 and 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.
How to make your next right financial decision
Creating good financial habits, while avoiding known disastrous mistakes, is generally more impactful to make the right decision .
Pandemic tax changes you need to know now
The pandemic invades every aspect of our lives and taxes are no exception. Two major tax bills were passed in response to the COVID-19 pandemic, which could have an effect on your 2020 taxes.
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.