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2021 Annual Conference – Schedule of Events

Friday, November 12

All times are Eastern Standard Time

11:00 am – 11:05 am Welcome and Overview
Clare Dubé, Conference Committee Chair and Alison Salisbury, AADMM President
11:10 am – 12:10 pm
Six Things Business Owners Should Know from a Cyber Security Perspective
Howard Page, TeamLogic, Inc.
Nanette Duffey, Organized Instincts
1.0 CEU Standards of Practice, Types of Expenses

As a DMM, you handle people’s personal information and data; you must protect this information from real and perceived cyber threats. Join a tech guru, Howard Page, and CDMM, Nanette Duffey, for an engaging discussion about cybersecurity. If you use a computer or smartphone to run your DMM business, this is the place to learn! You will walk away knowing how to protect the valuable information with solutions you CAN afford to implement and avoid becoming a cybercrime victim.

12:15 pm – 1:15 pm Concurrent Breakout Sessions
Helping Clients Benefit from Hidden Assets
Lisa Rehburg, Rehburg Life Insurance Settlements
1.0 CEU Payroll, Finance, Bookkeeping and Billpaying

Your clients can have a “hidden asset” that they do not know they have. As an asset, it can be sold, yet so few people know (or understand) this option. 500,000 seniors a year will walk away from their life insurance policies with little or nothing. Some of these seniors could be your clients. Their

life insurance policy is an asset and can be worth tens of thousands or hundreds of thousands of dollars – even term policies. Come find out why clients may want to consider selling their policy, how it works, and… yes, it is legal and very highly regulated.

What DMMs Need to Know About Wartime Veterans Pension Benefits
Amy Griboff, Griboff Law LLC

1.0 CEU Payroll Finance Bookkeeping and Billpaying

Recent law changes impact how wartime veterans and their spouses may qualify for pension benefits, which is sometimes called Aid and Attendance (A&A). These rules provide opportunities to help them obtain monthly tax-free income to remain in their homes.

Student Loan Changes, Payment, Forgiveness, Etc.
Megan Landress, Financial Coach Megan/MR Landress, Inc.
1.0 CEU Standards of Practice, Types of Expenses

There’s a real difference between having student loan debt and learning how to thrive financially while having student loans. In Meagan’s presentation, we will review the 5 common mistakes with student loans (and how to avoid them). These tips will help attendees walk away from the conversation with working knowledge around how clients should treat their student loan debt (be aggressive or passive), if loan forgiveness is an opportunity, what repayment plans are available, when refinancing or consolidation is appropriate, the state of student loans today as we know it, and leave time for Q&A.

1:15 pm – 1:30 pm Break
1:30 pm – 3:00 pm
Demonstration: Quicken

More details coming soon.

3:00 pm – 3:15 pm Break
3:20 pm – 4:20 pm
Credit and Creditor Negotiations
Ellen Billie, AAA Fair Credit Foundation
1.0 CEU Standards of Practice, Types of Expenses

Negotiating with creditors can be exhausting. Ellen will help demystify the process in her discussion on credit and creditors. Medical debt, student loans, credit cards, collection agencies, and reverse mortgages will be discussed in this presentation.

4:30 pm – 5:30 pm
Demonstration: / HomePay

More details coming soon.

5:50 pm – 6:30 pm Networking Session
6:30 pm – 6:35 pm Day One Wrap-Up

Saturday, November 13

11:00 am – 11:05 am Welcome
Clare Dubé, Conference Committee Chair and Alison Salisbury, AADMM President
11:10 am – 12:15 pm

Dementia Care Strategies – A Panel Discussion
Jean Llamas, Care Navigators, Inc.
Beth Zeldes, CPA for Seniors
Tami Anastasia, Dementia Consultant
1.0 CEU Ethics


Come listen to an engaging panel discussion on the topic of dementia with panel members that bring unique perspectives from healthcare, financial and counseling backgrounds. They will help us understand just what dementia is and how to identify the onset of dementia. We will learn about capacity from a healthcare and financial perspective and how it is best documented. The team will also discuss communication pitfalls and how to address clients with dementia. You will come away with tips on long term care insurance qualifications, strategies for compassionate communication and best practices in dealing with dementia clients. We will have plenty of time for questions, so bring them along.

12:20 pm – 1:10 pm AADMM Annual Membership Meeting
1:10 pm – 1:50 pm

AADMM Board Forum

Do you have burning questions about daily money management or AADMM? Did a situation pop up with a client for which you’d love some advice? Do you just like hearing about best practices in the industry? Then AADMM Board Forum is for you!

1:50 pm – 2:15 pm Break
2:15 pm – 3:15 pm Concurrent Breakout Sessions

Situational Social Security
Marc Kiner, Premier Social Security Consulting
Jim Blair, Premier Social Security Consulting
1.0 CEU Payroll, Finance, Bookkeeping, and Bill Paying


In this session we will discuss Situational Social Security and how to ask Probing SS questions increasing advisor value to clients. We will review benefits for the following types of clients – single, married, divorced, public employees, children, surviving spouse and clients that are still able to file the Restricted Application. Advisors will learn how to spot opportunities to uncover additional SS benefits. There are 76 million baby boomers and the universal language to connect is Social Security.

Activating the Troops: A Multidisciplinary Approach in Preventing Financial Crimes
April DeValkenaere, Fortress Financial Education LLC


1.0 CEU Standards of Practice, Types of Expenses

Sound the alarm, activate the troops! We need to act fast! Discover what resources are available in your arsenal to respond to the financial exploitation of a vulnerable adult swiftly and effectively. Identify what types of multi-disciplinary teams are at your disposal in your local area and how to contact those that would best assist in your investigation. Learn how to differentiate between the four most common types of financial Power of Attorney (POA) documents and the two most common types of guardianships. Additionally, identify the key characteristics of a trusted abuser and how to effectively identify and prevent possible financial exploitation.

3:20 pm – 4:20 pm Concurrent Breakout Sessions

Serving the Solo Aging Market
Nancy Ruffner,
Carol Marak, 


Data proves that the single adult is the fastest growing segment of the population. Whether the moniker is “Elder Orphan,” “Solo Ager” or simply “Solo,” the fast-growing demographic presents an underserved market that’s stacked with opportunities for DMM’s. Learn about the solo market, their needs for your services and how to locate and attract them.

Proven Methods to Market and Scale up Your DMM Business Practice
Leo Manzione,


Whether you’re just getting started or you’ve got decades of experience, you will walk out of this presentation with a framework, exercises, and tools to help you to increase your impact, income, and satisfaction as a Daily Money Manager. You’ll learn how to balance and leverage your efforts as you establish your offerings, find new customers, set expectations, deliver upon those expectations consistently, and reinvest in your growth.

4:25 pm – 5:00 pm Networking
5:00 pm Closing Comments and 2022 Conference Announcement