For Individuals & Families
Resources and information on how a DMM can help you.
Member resources, news, education and certification
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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2020 AADMM Conference
November 13-15, 2020
San Antonio, Texas
EVENTS AND WEBINARS
LIVE: What's New in Consumer Credit that Your Clients Need to Know
Webinar date: Tuesday, February 18, 2020 at 7 p.m. Eastern
From changes in common credit scoring models to the information listed on credit reports, from federal legislation changing your rights regarding credit protection to innovative credit products, there is plenty to learn during this webinar on recent developments in the consumer credit arena.
LIVE: Crafting of Proper Protection Strategies
Webinar date: Wednesday, March 11, 2020 at 7 p.m. Eastern
There are two parts of financial planning: Wealth Accumulation and Risk Management. Not enough emphasis is placed on the latter, which places our clients hard-earned wealth at risk. This presentation covers the information that a DMM might need to pull together on behalf of a client when working with a client’s financial planner or attorney.
RECORDED WEBINAR: Business Basics
The Business Basics Recorded Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession.
The webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis.
If you’re part of the sandwich generation — where you’re caring for children and aging parents — life can get pretty hectic. Especially if you’re managing your parent’s finances.
Talking to parents about their money is difficult for most people. It is essential to intervene, however, when elder parents are losing the ability to manage their finances.
BUILDING CREDIT: Establishing and taking charge of your credit is useful for everything from buying a home or car to satisfying a potential employer