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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?

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2020 AADMM Conference

November 13-15, 2020

San Antonio, Texas

EVENTS AND WEBINARS

LIVE: "Changes Through the Ages" - A Four-Part Webinar Series Designed for CDMMs

 One webinar each week in May

7:00 – 8:00 p.m. Eastern Time.

Tues, May 5 – Financial Boundaries – Help Your Clients Help Themselves  – Available now as a recorded webinar

Thurs, May 14 – Smarter Charitable Giving – Available now as a recorded webinar

Thurs, May 21 – Essential Legal Documents Every Person Needs (and the differences between Wills and Trusts) – Available now as a recorded webinar

Wed, May 27 – Chronic Conditions and Medicare – Registration Now Closed

LIVE: Understanding Divorce Options and How to Assist Clients in the Process

Webinar date:  Wednesday, June 10, 2020 at 7 p.m. Eastern

Attendees  will be provided a working knowledge of Alternate Dispute Resolution (ADR) and the methods of divorce so they may gain a better understanding of  how to be helpful to their clients in gathering documentation in order to create an asset listing and complete the financial affidavit. 

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.

 

7 Resources to Prevent Elder Financial Abuse

7 Resources to Prevent Elder Financial Abuse

Financial abuse of elders is a serious problem in today’s world. The financial exploitation of older adults has exploded in recent years and it’s important that we become more vigilant in protecting vulnerable individuals from becoming potential victims.

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