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2022 Annual Conference – Schedule of Events

All times listed are Eastern Standard Time

Thursday, November 3

11:00 am – 5:00 pm Virtual Exhibit Hall Opens
Visit companies that offer products and services to benefit daily money managers. The virtual exhibits allow you to watch product videos, view materials, and schedule one-on-one meetings with representatives to learn more about what they have to offer.

Friday, November 4

11:00 am – 11:05 am Welcome and Overview
Pam Adams and Paula Canaday-Daeke, Conference Committee Co-Chairs, and Alison Salisbury, AADMM President
11:10 am – 12:10 pm Decluttering With Matt Paxton
Matt Paxton is one of the top downsizing and decluttering experts in the country. He is the host of the two-time Emmy-nominated series Legacy List with Matt Paxton on PBS and was a featured cleaner on the hit television show Hoarders for 15 seasons. Matt is also the author of the best-selling book, Keep the Memories, Lose the Stuff. Paxton started cleaning out houses after his father, step-father, and both grandfathers died in the same year and this is the reason Matt has been working with families struggling with hoarding and downsizing for 20 years.


Matt will share his approach to the decluttering process, and you will learn how you can adopt his concepts while working with your clients in decluttering their financial documents and processes. Understanding and listening to your client is the key to a successful “reorganize and clean up” project.

12:20 pm – 1:20 pm Concurrent Breakout Sessions
Understanding the Obligations of a Fiduciary
Amy Carrick, CDMM, Carrick Consulting LLC
1.0 CEU, Standards of Practice, Types of Expenses
Expanding your score of work to include fiduciary responsibilities can be very lucrative, but it also carries greater risks. During this session, we will discuss what it means to be a fiduciary, the types of roles a fiduciary holds, the processes and protections needed, as well as the network to support what will be “something new” every day.


At the end of the session, some may jump right in, and others may decide it is not for them. Watching Netflix’s “I Care a Lot” is recommended in advance of this presentation!

Strategies to Help Clients Learn and Understand Long-Term Care Insurance
Meredith Pensack, Long-Term Care Insurance Planning
1.0 CEU, Standards of Practice, Types of Expenses
This informative session will give you an in-depth understanding of long-term care and the impact it has on individuals who need care, those who provide care, and on family members. We’ll discuss the costs of care, myths about long term care, and when long term care insurance makes sense. We’ll also discuss special considerations for women, and the different types of long-term care policies. Making a claim on an existing policy will also be discussed. If you work with clients for whom this is appropriate, if you have aging parents, or if you’re concerned about your own future care, this is an important seminar you won’t want to miss.
1:20 pm – 1:40 pm Break
1:40 pm – 2:40 pm Concurrent Breakout Sessions
The Tough Conversation: Elder Financial Exploitation By People in a Position of Trust
Jennifer Pitt, Voices Against Fraud, LLC
1.0 CEU, Standards of Practice, Types of Expenses
One of the least-discussed types of elder mistreatment is elder financial exploitation by caregivers, family members, and close friends. In this presentation, we will discuss how to recognize and prevent this type of elder mistreatment.
Are You Hiring? Understanding Employment Taxes Trust Fund Recovery Penalty
Alyssa Maloof, JD, Whatley Tax Law
1.0 CEU, Payroll, Finance, Bookkeeping, & Bill Paying
This presentation will cover federal tax compliance tips for assisting clients who are small business owners. We will first discuss different types of entity structuring and tax elections primarily focusing on disregarded entities versus S-Corp elections for small business owners. Next, we will cover the importance in correctly distinguishing worker classifications (employees versus independent contractors) as they grow their business and hire employees and the tax filing/payment requirements associated with each type of worker classification. Lastly, we will cover small business income and employment tax compliance pitfalls (i.e. trust fund recovery penalty / SS-8 Determinations) and possible prevention measures, in addition to steps the owner can take to protect themselves personally.
2:50 pm – 3:50 pm Concurrent Breakout Sessions
Unravelling the Mysteries of Medical Claim Management
Alexis Boccanfuso, CDMM, c|p daily money management
1.0 CEU, Standards of Practice, Types of Expenses
Dealing with medical expenses and claims can be overwhelming if you are not properly prepared. You need the right arsenal of tools and knowledge! Explore how to manage and deal with medical bills, claims, appeals, EOBs, providers, and insurance companies. In this session, you will learn how to onboard a client for medical claims management, how to manage and organize medical bills and out-of-network claims, how to read and interpret EOBs and how to dispute and appeal a medical claim.
How to Show up for Grief: Strategies of Support
Stefanie Elkins, Be Present Care | Emma Payne, Grief Coach
Grief is a unique component of death (or any loss) that can be over-looked. Identifying and supporting others through the bereavement and grief process is an integral and necessary part of healing. In this session, we will provide tools and grief resources to be of support.
3:50 pm – 4:05 pm Break
4:05 pm – 5:05 pm Concurrent Breakout Sessions
Teaming with an Aging Life Care Manager
Lisa Kaufman, Senior Care Options of Atlanta, Ltd
Natasha Faria Smith, Ascension Care Services
Lolly Ward, CPA, LMW, Personal Financial Services, LLC

1.0 CEU, Basic Finance/Bookkeeping
This presentation will explore when an elder individual needs the support of an aging life care manager (ALCM) and a daily money manager. How does a DMM access an ALCM and collaborate, both focused on “doing the right thing, at the right time, for the right reason” in supporting the individual’s plan of care? We will discuss nuances of defining and maintaining clear roles, provide information about knowledge maintained by ALCMs, and offer guidance regarding finding the right ALCM when needed. This will be a dynamic discussion focusing on interdisciplinary collaboration.
How Your Home Equity Can be Put to Good Use
Mona Wong, Monument Mortgage
1.0 CEU, Standards of Practice, Types of Expenses
We will discuss how to access equity in a home and how to put it to use. We will discuss different ways to use your client’s mortgage to his or her advantage. Cash flow and debt consolidation as well as investing will also be discussed.
5:15 pm – 6:00 pm Networking
6:00 pm – 6:05 pm Day One Wrap-Up

Saturday, November 5

11:00 am – 11:05 am Welcome and Overview
Pam Adams and Paula Canaday-Daeke, Conference Committee Co-Chairs, and Alison Salisbury, AADMM President
11:10 am – 12:10 pm Concurrent Breakout Sessions
Support a Growing Business-Workflow
Angela Sarver, JD, EllieBlu Human Resources Consulting
Congratulations, your business has grown! But now you are faced with a different challenge: there aren’t enough hours in the day to get everything done. You could continue doing it all yourself, but is that the best use of your time? In this session, the presenter will provide tips and strategies to support growth while managing time, adjusting priorities, and resetting expectations.
What to do When the IRS Calls Your Client
Jason Wiggam, JD, Wiggam Law
1.0 CEU, Payroll, Finance, Bookkeeping, & Bill Paying
The presenter will discuss common tax issue scenarios for individuals, such as dealing with IRS notices, unpaid taxes, unfiled tax returns, penalties, and audits. The resolutions to these issues are not always intuitive, especially if your own financial house is in order and you are not familiar with dealing with the IRS.
12:20 pm – 1:10 pm AADMM Annual Meeting
AADMM’s executive committe will present an update to the membership, including financial information, membership numbers, election results and the presentation of the Board Legacy Award.
1:20 pm – 2:00 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 the AADMM Board Forum is for you!
2:00 pm – 2:15 pm Break
2:15 pm – 3:15 pm Concurrent Breakout Sessions
Protecting Your Digital Estate
Rachel Donnelly, Black Dress Consultants
1.0 CEU, Standards of Practice, Types of Expenses
Technology is ingrained in our day-to-day lives, so much so that maintaining personal and financial information on the internet is routine. Any type of electronic information that’s stored on a device, online, or in the cloud is considered a “digital asset.” Digital assets have financial, exchange, or sentimental value and comprise what is known as your digital estate. Protecting one’s digital estate requires pre-planning but has immediate and future benefits. Join Rachel for this informative session to explore digital assets more in depth, detail their importance and review ways to help clients organize and safeguard their digital estates.
Strategies for Dealing with Difficult Clients, Vendors,
and Other Professionals

Ellen Waldorf, JD, eWaldorf Mediation
Challenging interpersonal dynamics can increase stress and distract DMMs from their work. This interactive presentation will teach skills to improve a DMM’s ability to engage with difficult clients, vendors, and other professionals and thus be more productive.
3:25 pm – 4:25 pm Ethical Issues when Working with Clients with Dementia
Kay Bransford, MemoryBanc |
Colleen Duewel, MPH, CMC, CDP, LionHeart Eldercare & Consulting

1.0 CEU, Ethics
Daily money managers are often faced with difficult ethical decisions when their clients have dementia. Often, there is no determination of incapacity, but clients are making questionable financial decisions. A DMM must weigh the value of autonomy versus financial safe-guards. Clients with reduced cognitive ability are also at greater risk of fraud and scams.
Using case studies and many real examples, this interactive presentation will highlight how ALCPs and DMMs can work together to promote client autonomy while also protecting financial vulnerability.
Topics discussed, and practical solutions provided, include:

  • The legal definition of incapacity
  • How to limit legal liability
  • Ethical considerations for both clients and DMMs
  • How working with an aging life care professional can help
  • Tools for financial protection and payment
4:25 pm – 4:30 pm Closing Remarks, Conference Concludes
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