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
2020 AADMM Virtual Conference
November 13-14, 2020
EVENTS AND WEBINARS
"Changes Through the Ages" - A Four-Part Webinar Series Designed for CDMMs
Recorded webinars now available
- Financial Boundaries – Help Your Clients Help Themselves
- Smarter Charitable Giving
- Essential Legal Documents Every Person Needs
- Chronic Conditions and Medicare
LIVE WEBINAR: Coping with COVID-19
Wednesday, July 8 @ 7:00 pm ET
Larry Hilton will address the COVID-19-related and other insurance-related questions AADMM has recently received. In addition, he will answer other questions presented by webinar attendees during the live event. Attendees are encouraged to come prepared with their questions and ask them via the webinar Chat Box during the session
This session is FREE to AADMM members.
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.
Is it Time for the Daily Finances Talk with Your Aging Parents?
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help.
Financially Comfortable? How to save time on daily money management
Life priorities change and spending more time with family becomes the new focus. Financially comfortable families can choose to hire professionals to take over areas that become a lower priority.
Be Aware of Coronavirus Scams
Scammers never stop. They can take any situation and devise ways to trick people out of their money and steal their identities. Be aware of scams and know how to respond.