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..

  • 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

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:

  • November 19, 2018 @ 9:00 AM ET
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:

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

Next Meeting:

  • TBA

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:

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.

CHESAPEAKE AREA (Northern Maryland, Delaware, Southern Pennsylvania)

Group Contact:

Julie Lunn Email: thesmallbookkeeper@gmail.com
The Small Bookkeeper, LLC

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

  • Wednesday, November 7 – In person meeting at 2:00 p.m. at The Well Coffeehouse – 6949 Lancaster Pike, Hockessin, DE 19707

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  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.

  • 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:

  • TBA

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:

  • Monday, November 19, 2018 3:00 PM

All meetings are at 3:00 PM Central time.

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 – 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:

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.