Networking

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!

Virtual Region
Group Contact: Susie Marbury – Email:  susie@checksandbalances4u.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.

EASTERN REGION

Atlanta
Group Contact: Mary Pradhan – Email: mary@dailymattersorganizing.com
Next Meeting:

All meetings are held on the 3rd Thursday of the Month at 6:00pm located in Southern Bistro at
Chastain Restaurant, 4920 Roswell Road, Atlanta, GA 30342

Learn More About the Atlanta Chapter

Florida
Group Contact: Diane Summers – Email: diane@familyfinancialalliance.com
Family Financial Alliance, LLC , Oviedo, Florida
Next Meeting: Monthly conference call held at 10 a.m. the second Thursday of each month
Raleigh/Durham, NC
Group Contact: Teri Rogowski – Email: Teri@day2dayprsonalfinancial.com
Day2Day Personal Financial, LLC, Cary, NC
Next Meeting:

Meetings are held on the 4th Thursday of each month (except holidays) at Cafe Carolina,
137 Weston Parkway, Cary NC @ 10:00 a.m.

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.
Vermont
Group Contact: Bonnie Heaslip – Email: bonnie@bjhlifematters.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: nsklemens@optionline.net
Next Meeting:
  • June 6th, in person
  • July 11th
  • Aug. – no mtg
  • Sept. 12th, in person
  • Oct. 10th
  • Nov. 7th
  • Dec. 5th, in person

Please RSVP to Chapter President, Nicole Klemens: nsklemens@optonline.net.
Visit our website: www.aadmmgny.com

Learn More About the Greater New York Chapter

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: crodgers.moneymanagement@verizon.net
Next Meeting: Friday, April 24 @ 12:30 pm (Luncheon)

 

 

 

DC/Maryland Suburban Area
Group Contact: Linda Smit  Email: linda@esss-md.com
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
Time: 11:15 a.m. – 1:30 p.m.
Congregation Beth El – Zahler Social Hall, 8215 Old Georgetown Road, Bethesda, MD 20814

***Brown Bag Lunch ***
ONLY DAIRY/VEGETARIAN FOOD (NO MEAT OR SHELLFISH) MAY BE BROUGHT IN

Topic: Medicaid, Elder Law planning, and resources/options available for clients running low on funds

Speaker: Rachel Vogel, Esquire
Frank, Frank & Scherr

Brandywine Region (Delaware, Southeastern PA)
Group Contact: Thomas Lapp  Email: thomas@triadpaperwork.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

MID US

Chicago
Group Contact: Amie Hyman – Email ahyman@heartfeltsolutions.net
Heartfelt Solutions for Seniors, Inc., Willow Springs, IL
Next Meeting:

Coffees:  Third Friday of the month at 9:00 a.m.
Conference Calls:  Fourth Monday of the month at 8:00 p.m.
Topics for conference calls will be determined at a later date.

  • Friday, April 19 – Coffee 9:00 AM
  • Monday, May 27 – Conference Call 8:00 PM
  • Friday, June 21 – Coffee 9:00 AM
  • July – No Meeting
  • August – No Meeting
  • Monday, September 23 – Conference Call 8:00 PM
  • Friday, October 18 – Coffee 10:00 AM
  • Monday, November 25 – Conference Call 8:00 PM (2019 AADMM Conference review)
  • December – No Meeting

Location: Baker’s Square, 5220 N. Harlem, Chicago

Southern Wisconsin
Group Contact: Barbara Boustead – Email barbara@marysdaughterllc.com
Mary’s Daughter, LLC
Next Meeting:
  • Thursday July 18th – in person or conference call – 9am
  • Thursday October 17th – conference call – 9am

We meet on a quarterly basis and invite other DMMs to join us. We welcome new members! Contact barbara@marysdaughterllc.com with questions.

Colorado
Group Contact: Donna Fryer – Email donna@freedommoneymgmt.com
Next Meeting:

January 18 from 10-11:30 at Kneaders Bakery 9846 Zenith Meridian Dr. Englewood 80112

SOUTHWESTERN US

Arizona
Group Contact: Lynn Plait – Email: lynn@finorder.com
Financial Order, LLC, Tempe, Arizona
Next Meeting:

Next Meeting: The Arizona group meets the 3rd Thursday of every other month
(Jan, Mar, May, Jul, Sept, Nov) for lunch.

  • July 18, Sept 19, and Nov 21 at 11:30am (location TBA)

For more info, please contact Lynn Plait.

Dallas - Ft. Worth Area
Group Contact: Kent Couch – Email: kent@ParacleteVentures.com
Paraclete Ventures, LLC, Arlington, Texas
Next Meeting:
  • Monday, March 27 @ 11:30 (in person)
  • Monday, May 18 @ 3:00 (Zoom)
  • Monday, July 20 @ 11:30 (in person)
  • Monday, September 21 @ 3:00 (Zoom)
  • Monday, November 16 @ 11:30 (in person)

 

WESTERN US

Los Angeles Area
Group Contact: Jennifer Bigelow – Email: jenniferbveritas@gmail.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: wrightonyourmoney@gmail.com
Wright On Your Money, Walnut Creek, California
Next Meeting:

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.