For Individuals & Families
Members
Member resources, news, education and certification
Referral Partners
How daily money managers work with other 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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EVENTS AND WEBINARS
Upcoming Events
Live Events and Webinars
AADMM hosts a variety of events designed for Daily Money Managers, including monthly live webinars, members-only book club meetings, new member webinars and the AADMM Annual Conference.
Recorded Webinars
Earn CEU Credits!
Explore our catalogue of past webinars and recorded events covering topics such as Standards of Practice, Types of Expenses, Payroll, Finance, Bookkeeping and Bill Pay, Ethics, and more! You can even earn CEU credits.
Business Basics
2-Part Webinar Series
This series is designed for those considering Daily Money Management (DMM) as a career or those new to the profession. This webinar sets forth the components needed to perform the duties of a DMM on a day-to-day basis.
Check Safety in the Age of Identity Theft
It used to be that check writing was a way of life. It was the only way to pay bills or send money to a grandchild for their birthday. In 2022, FinCen, a unit of the U.S. Treasury Department reported a whopping 84% increase in check fraud reported by banks. This will dismay many of you but check writing has become the LEAST secure way to send money and pay bills due to mail fraud.
Helping Mr. Dell: Protecting Our Loved Ones From Scams
How can we protect our loved ones from being targets of scams? To help shed light on this issue, let’s explore the fictional story of Mr. Dell, an older adult navigating a situation that’s based on true events.
Close Up Hacker Opportunities With A Digital Clean-Up
When was the last time you cleaned the house, or washed and detailed your car? We keep our physical surroundings tidy on a regular basis. But when was the last time you cleaned and organized your computers? Perhaps now is the time to clean up electronic devices such as laptops, tablets and smartphones.