For Individuals & Families
Member resources, news, education and certification
How daily money managers work with other professionals
November 10-12, 2023
We heard you loud and clear – You are ready for an in-person conference! With that, we are excited to announce that we are working on securing a spot for our annual conference in Chattanooga, TN.
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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EVENTS AND WEBINARS
New Recorded Webinar
Summary of Tax Law Changes Affecting 2022 Tax Returns
Did you know that Congress regularly makes changes to tax laws and they are often retroactive? This session will present information on how the recent federal tax law changes affect individuals and small businesses. In addition, we will discuss how state tax law changes may affect not only the state tax return, but also federal. This presentation is designed to help DMMs identify documents which may be relevant in the preparation of individual income tax returns.
New Recorded Webinar
Issues to Consider When Bankruptcy Becomes Reality
This webinar will review the different types of bankruptcy available to individuals and to businesses, assets that can be protected and preserved despite a bankruptcy filing, and the types of debt that can be eliminated in bankruptcy, as well as those that cannot.
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.
A Summer is often a time for vacations and relaxed schedules, longer days with family barbecues and carefree gatherings. It can also be a time when we let down our guard and are not as vigilant with overseeing our credit card statements or bank account balances. ...
We are coming to the end of that time of year when you have exhausted yourself preparing to send information to your tax preparer. Tax time doesn’t have to be a downer although can be a stressful and overwhelming period for many individuals. With numerous documents to...
The benefits of building a personal financial team of two or more professionals: A recap of the monthly online video Lakeside Chat about how daily money managers can help older adults, high-net-worth families, and other professionals.