Chapters and Regional Groups

Chapters and 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.

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 first Monday of the month (unless there is a holiday) at 9 am Pacific, 10 am Mountain, 11 am Central, and Noon Eastern..

  • January 8, 2018 (2nd Monday)
  • February 5, 2018
  • March 5, 2018
  • April 2, 2018
  • May 7, 2018
  • June 4, 2018
  • July 2, 2018
  • August 6, 2018
  • September 10, 2018 (2nd Monday)
  • October 1, 2018
  • November 5, 2018
  • December 3 2018
ATLANTA CHAPTER

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

New England (MASSACHUSETTS / RHODE ISLAND/CONNECTICUT/MAINE/ NEW HAMPSHIRE/VERMONT)

Group Contact:

Marcia Turner, PDMM – Email: mlturnerpdmm@outlook.com Y.E.A., LLC, North Branford, Connecticut
Please contact Marcia Turner if you would like to be added to the group’s email list. Meeting details and reminders will be set out to members on the list.

Next Meeting:

  • Thursday, December 12, 2017 at 7 p.m. Eastern
    Conference Call – Topic TBD
GREATER NEW YORK CHAPTER

Group Contact:

Peter Gordon – Email: peter@nyfo.nyc
New York Financial Organizers, Inc.

Next Meeting:

2017 Phone Meeting Dates

(1st or 2nd Thursday)

  • 10/5/17
  • 11/2/17
  • 12/7/17

Subject to change WITH notice

Please RSVP to Chapter President, Peter Gordon: peter@nyfo.nyc or 917-279-3972. Visit our new 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

Group Contact:

John BowenEmail: john@bowenbmm.com
Bookkeeping and Daily Money Management

Next Meeting:

  • Friday, January 26, 2018 at 12:30p.m.
    Location: TBD
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.

  • Thursday, March 8, 2018
    11:15 a.m. – 1:30 p.m.
    The Greene Turtle
    15660 Old Columbia Pike
    Burtonsville, MD 20866

    Topic: Best Books, Videos, Films helpful to DMMs
    Speaker: Open Roundtable Discussion

  • Thursday, April 12, 2018
    11:15 a.m. – 1:30 p.m.
    Café Promenade
    5225 Pooks Hill Road
    Bethesda, MD 20814

    Topic: Ethically Navigating Complex Boundaries Without Crossing Them as We Help Our Clients
    Speaker: B. Tova Rubin, Ph.D.

MID US

CHICAGO, IL AREA

Group Contact:

Amie Hyman – Email ahyman@heartfeltsolutions.net
Heartfelt Solutions for Seniors, Inc., Willow Springs, Illinois

Next Meeting:

Coffees:  Third Friday of the month at  10:00 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, January 19 – Coffee 10:00 AM
  • Monday, February 26 – Conference Call 8:00 PM
  • Friday, March 15 – Coffee 10:00 AM
  • Monday, April 23 – Conference Call 8:00 PM
  • Friday, May 18 – Coffee 10:00 AM
  • Monday, June 25 – Conference Call 8:00 PM
  • July – No Meeting
  • August – No Meeting
  • Monday, September 24 – Conference Call 8:00 PM
  • Friday, October 19 – Coffee 10:00 AM
  • Monday, November 26 – Conference Call 8:00 PM (2018 AADMM Conference review)
  • December – No Meeting
SOUTHERN WISCONSIN

Group Contact:

Barbara Boustead – Email barbara@marysdaughterllc.com
Mary’s Daughter, LLC

Next Meeting:

  • Thursday, January 18, 2018 @ 8am – conference call
  • Thursday, April 19, 2018 @ 8am – in person at the Egg & I (to be confirmed)
  • Thursday, October 11, 2018 @ 8am – conference call
  • No summer meetings will be held.

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

SOUTHWESTERN US

ARIZONA

Group Contact:

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

Next Meeting:

  • Tuesday, March 20, 11:30am – 1:00pm
  • Thursday, April 19, 3:30pm – 4:30pm

For more info, please contact Lynn Plait.

DALLAS – FORT WORTH AREA

Group Contact:

Kent Couch – Email: kent@ParacleteVentures.com
Paraclete Ventures, LLC, Arlington, Texas

Next Meeting:

  • Monday, March 19, 2018 3:00 PM
  • Monday, May 21, 2018 3:00 PM
  • Monday, July 16, 2018 3:00 PM
  • Monday, September 17, 2018 3:00 PM
  • Monday, November 19, 2018 3:00 PM

All meetings are at 3:00 PM Central time.

WESTERN US

CALIFORNIA – LOS ANGELES AREA

Group Contact:

Natalie Stanger, PDMM – Email: NSTANGER2@GMAIL.COM
Natalie Stanger Personal Assistant, Culver City, 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.

  • Saturday, January 27, 2018 — Semi-annual lunch meeting, time and place TBD
  • Friday, February 23, 2018 – Conference call, 8:30 am
  • Friday, May 18, 2018 – Conference call, 8:30 am
  • Saturday, July 21, 2018 – Semi-annual lunch t meeting, time and place TBD
  • Friday, September 21, 2018 – Conference call, 8:30 am
  • Friday, December 7, 2018 – Conference call, 8:30 am
CALIFORNIA – SACRAMENTO AREA

Group Contact:

Jeralyn Fleig, PDMM – Email: leaveittojeralyn@gmail.com
Leave It To Jeralyn, Sacramento, CA

Next Meeting:

  • TBA

Regional group meetings are a combination of conference calls and in-person meetings held on the 3rd Tuesday of the month at 6:00 p.m.

CALIFORNIA – SAN FRANCISCO BAY 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:

Mimi’s Cafe, 2208 Bridgepointe Parkway, San Mateo, CA 94404

Please RSVP to Sally Cooper at 650-619-1591.  If you are a guest, or have not attended before, our meeting is a lunch meeting. You may eat or not – your choice.  You simply pay for what you order. Guests are welcome to attend our meeting twice before becoming an AADMM member.