Why you need a DMM
As personal financial matters become more complicated – finding time to focus on the daily tasks of money management becomes more difficult. Daily money managers offer services to ensure nothing falls through the cracks including necessities like paying monthly bills, assisting with tax records, balancing checkbooks, decoding medical bills, and negotiating with creditors. Other services may include notary services, payroll management, healthcare advocacy or acting in another fiduciary capacity.
Whether you’re a professional seeking help for a client, or an individual in need of support, AADMM is here to help.
Membership offers much more than the run-of-the-mill benefits. It’s an opportunity to create a name for yourself in the daily money management industry, to become a recognized professional in the field and to serve clients in need while educating others.
AADMM is the ONLY national organization for daily money management and provides members with opportunities for national exposure, continuing education, and a forum for sharing best practices with a growing community of professionals committed to excellence.
2019 ANNUAL CONFERENCE
November 15-17, 2019
Click Here to Register
Education to Grow Your Business
New to Daily Money Management? Get the Tools to Succeed
Available as a recorded webinar
An in-person workshop will be held in conjunction with the Annual Conference
Preparing Your Clients for Medicare in 2020
Wednesday, September 25, 2019 @ 7:00 pm Eastern
What to do when clients become more compromised
Date: Wednesday, October 23, 2019