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..

  • TBD
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

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. Meeting details and reminders will be sent out to members on the list.

Next Meeting:

  • TBA
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:

  • TBA
GREATER NEW YORK CHAPTER

Group Contact:

Nicole Klemens – Email: nsklemens@optionline.net

Next Meeting:

  • March 7th, in person in NYC
  • April 4th
  • May 2nd
  • 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

Group Contact:

Cathy RodgersEmail: crodgers.moneymanagement@verizon.net

Next Meeting:

    • 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.

Next Meeting: Thursday March 14, 2019

  • Time: 11:15 a.m. – 1:30 p.m.
    Location: Café Promenade, 5225 Pooks Hill Road, Bethesda, MD 20814
    Moderator: Ben Offit, President, Financial Planning Association of Maryland
    Topic: Financial Planning Warning Signs and Positive, Signs for Seniors
CHESAPEAKE AREA (Northern Maryland, Delaware, Southern Pennsylvania)

Group Contact:

Tom Lapp Email: thomas@triadpaperwork.com

Next Meeting:

The Chesapeake group meets at 2:00 p.m. EST the first Wednesday of every month via Zoom videoconference with in-person meetings quarterly.
Upcoming Meetings

  • TBA

MID US

CHICAGO, IL AREA

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, February 15 – Coffee 9:00 AM
  • Monday, March 25 – Conference Call 8:00 PM
  • 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
SOUTHERN WISCONSIN

Group Contact:

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

Next Meeting:

  • Thursday April 11th – conference call – 9am (this is the 2nd Thursday of the month)
  • 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.

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, Jul, Sept, Nov) for lunch.

  • TBA

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:

  • TBD

WESTERN US

CALIFORNIA – 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.

  • Friday, December 7, 2018 – Conference call, 8:30 am
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:

Hobee’s Restaurant, 1101 Shoreway Rd, Belmont, CA 94002

Please RSVP to Debbie Verity at 650-464-4330.  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.