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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.
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2022 AADMM Virtual Annual Conference
November 3-5, 2022
This year’s agenda is filled with expert speakers and topics that appeal to all levels of experience. New this year is a virtual exhibit hall with product and service demonstrations with solutions to help busy daily money managers.
EVENTS AND WEBINARS
Upcoming LIVE Webinar
Summary of Tax Law Changes Affecting 2022 Tax Returns
January 18 @ 5:00 pm ET
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.
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.
How You Can Manage the Parent-Child Relationship Reversal after a Crisis
Helping our aging loved ones can be challenging. Aging can affect judgment and memory. Now may be the perfect time to make sure you have estate planning and medical paperwork in order.
Right Now is a Good Time to Review Your Fiduciary Designations
An up-to-date estate plan is a huge gift for your family and friends. It can avoid sending your family into court when they are already struggling to deal with your illness or death. Don’t let a judge decide who makes your health care decisions or who manages your estate.
Credit Cards Weighing You Down? Up your credit card savvy.
We are all using plastic more than ever—for both large and small purchases. And so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit cards breached in 2014.