American Association of Daily Money Managers

Credit Webinar Recordings

Click on webinar title for more details.

All webinars are worth 1.0 CEU unless otherwise specified within their description

Power of Attorney (2015)

Creating A Digital Estate Plan

What You Need to Know About Identity Theft

Computer Backup: Keeping Critical Files Safe and Secure

Why Insurers Deny Payment for Services and What You Can do to Minimize Patient Responsibility

A Daily Money Manager’s Guide to Long Term Care Insurance: How It Works & Who Should Buy It

Care at Home: Helping Clients Make Wise Choices

Reverse Mortgages – Myth vs. Reality

Protecting Yourself, Your Agency or Your Clients from Theft and Fraud

What to Put in Your Love Drawer

Financial Powers of Attorney: Practical Applications and Limitations

Advanced Dive into Medicare Resources

Being There for Long-Standing Clients with Dementia: How to Prepare for Changes

Smart Strategies for Being Indispensable After the Client Dies

Medicare 101: Looking at ABC and D of Medicare

Should You Pay That Medical Bill?

Understanding New Ways for Transferring Money

Medical Identity Theft in Today’s World: The Causes, Impacts, and Ways to Implement Safety Measures

Lessons from the Criminal Underground: How You Can Protect Yourself and Your Clients

Preparing Your Clients for Medicare in 2020

The Fiduciary Puzzle: Putting the Pieces Together

All webinars are worth 1.0 CEU unless otherwise specified within their description

What to do BEFORE Someone Dies: Helping Your Client Families Survive Loss as a Cohesive Unit

Recordkeeping of Client Information

Helping Clients Manage Assets in the Internet Age

How to Help & Support Your Overspending Clients

What to Put in Your Love Drawer

Employing Caregivers: Impact of Regulatory & Legislative Changes on Your Clients

The Many Faces of Debt Elimination

Divorcing Clients? The Role a DMM Can Play in the Process

Financial Concepts of Preparing Pre & Post Retirement

Show Me the Money

Credit Reports – Learning How to Recognize Errors…and Fix them

What’s New in Taxes for 2019


Ethics & Empathy

Understanding AADMM’s Code of Ethics

Practical and Professional Approaches to Working with People with Disabilities

Boundary Issues for Daily Money Managers: What to do when clients become more compromised

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