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: Changes Through the Ages
Webinar date: TBA for May 2020
Informative new four-part webinar series coming in May 2020. Details will be released in March.
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.
You may wonder what a “Financial Hoarder” is. To hoard is to amass something of personal value, to hide or store away; it has multiple causes and varies in severity, but how do you know if you, or someone you know, is a Financial Hoarder?
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.