Chapters & Regional Groups
The networking community of AADMM consists of both local chapters and regional groups to help you connect with others interested in Daily Money Management and related topics. Groups connect formally and informally and share information via meetings and conference calls.
Below is a listing by geographic location of the various regional groups. Contact information and upcoming events are listed for each area. Click on the + sign to view the details for your region of interest.
Don’t see a regional group or local chapter close to you? Start one!
|Group Contact:||Susie Marbury – Email: email@example.com
Checks and Balances for You, Albuquerque, New Mexico
|Next Conference Call:||All calls are held the fourth Tuesday of the month (unless there is a holiday) at 10 am Pacific,
11 am Mountain, Noon am Central, and 1:00 pm eastern.
|Group Contact:||Diane Summers – Email: firstname.lastname@example.org
Family Financial Alliance, LLC , Oviedo, Florida
|Next Meeting:||Monthly conference call held at 10 a.m. the second Thursday of each month|
|Group Contact:||Teri Rogowski – Email: Teri@day2dayprsonalfinancial.com
Day2Day Personal Financial, LLC, Cary, NC
Meetings are held on the 4th Thursday of each month (except holidays) at Cafe Carolina,
New England (Massachusetts/ Rhode Island/Connecticut/Maine/ New Hampshire/Vermont)
|Group Contact:||Laura Provost Brown – Email: laura@LauraProvostBrown.com
Compassionate Money Management LLC
Please contact Laura Provost Brown if you would like to be added to the group’s email list.
|Next Meeting:||Meeting details and reminders will be sent out to members on the list.|
|Group Contact:||Bonnie Heaslip – Email: email@example.com
BJH Life Matters LLC, Shelburne, VT
Please contact Bonnie Heaslip if you would like to be added to the group’s email list.
Meeting details and reminders will be sent out to members on the list.
|Next Meeting:||Monday, April 8 at 5:00 pm|
Greater New York
|Group Contact:||Nicole Klemens – Email: firstname.lastname@example.org|
Before our March, June and September and December phone meetings, new and prospective DMMs are invited to join a 6-7 PM “Ask the Veteran DMM” segment.
Northern Virginia/DC Area
J. Gilbert’s Wood-Fired Steaks & Seafood McLean
6930 Old Dominion Dr
McLean, VA 22101
|Group Contact:||Cathy Rodgers – Email: email@example.com|
|Next Meeting:||Friday, April 24 @ 12:30 pm (Luncheon)|
DC/Maryland Suburban Area
|Group Contact:||Linda Smit – Email: firstname.lastname@example.org
Estate & Senior Support Services LLC
|Next Meeting:||We meet on the 2nd Thursday of each month from 11:15 am – 1:30 pm.
Please order/pay for your lunch as you enter the meeting.
Next Meeting: Thursday February 13, 2020
***Brown Bag Lunch ***
Topic: Medicaid, Elder Law planning, and resources/options available for clients running low on funds
Speaker: Rachel Vogel, Esquire
Brandywine Region (Delaware, Southeastern PA)
|Group Contact:||Thomas Lapp – Email: email@example.com|
|Next Meeting:||Meetings are held the first Thursday of the month at 11:30am
LOCATION: June, July, August: Zoom Call; September: Tavern 52, 329 Kennett Pike, Mendenhall, PA 19357
|Group Contact:||Amie Hyman – Email firstname.lastname@example.org
Heartfelt Solutions for Seniors, Inc., Willow Springs, IL
Coffees: Third Friday of the month at 9:00 a.m.
Location: Baker’s Square, 5220 N. Harlem, Chicago
|Group Contact:||Barbara Boustead – Email email@example.com
Mary’s Daughter, LLC
We meet on a quarterly basis and invite other DMMs to join us. We welcome new members! Contact firstname.lastname@example.org with questions.
|Group Contact:||Donna Fryer – Email email@example.com
January 18 from 10-11:30 at Kneaders Bakery 9846 Zenith Meridian Dr. Englewood 80112
|Group Contact:||Lynn Plait – Email: firstname.lastname@example.org
Financial Order, LLC, Tempe, Arizona
Next Meeting: The Arizona group meets the 3rd Thursday of every other month
For more info, please contact Lynn Plait.
Dallas - Ft. Worth Area
|Group Contact:||Kent Couch – Email: kent@ParacleteVentures.com
Paraclete Ventures, LLC, Arlington, Texas
Los Angeles Area
|Group Contact:||Jennifer Bigelow – Email: email@example.com
Veritas Home Office Management, Inc., Pasadena, California
|Next Meeting:||The LA regional group meets quarterly via conference calls from 8:30 – 10 a.m. and semi-annually in January and July in person. We network, share resources, build camaraderie and expand our knowledge together.|
San Francisco Area
|Group Contact:||Julie Wright – Email: firstname.lastname@example.org
Wright On Your Money, Walnut Creek, California
All meetings are the 3rd Saturday afternoon, of every ODD NUMBERED month from noon to 1:30 PM at:
Hobee’s Restaurant, 1101 Shoreway Rd, Belmont, CA 94002
Guests are welcome to attend our meetings twice before becoming an AADMM member. Our meeting is a lunch meeting. In lieu of being charged a fee for using the space, the restaurant asks that attendees order off the menu and pay in cash.
Please RSVP to Debbie Verity at 650-464-4330.