AADMM
   
American Association of Daily Money Managers

Credit Webinar Recordings

Click on webinar title for more details.

STANDARDS OF PRACTICE, TYPES OF EXPENSES
All webinars are woth 1.0 CEU unless otherwise specified within their description

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

Power of Attorney (2015)

Medical Identity Theft: The Nefarious side of Identity Theft

What You Need to Know About Identity Theft

Computer Backup: Keeping Critical Files Safe and Secure

Identity Theft: What Daily Money Managers Need to Know (2013)

Fiduciary Fitness

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

What to Do When a Client Dies

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

PAYROLL, FINANCE, BOOKKEEPING AND BILL PAY
All webinars are worth 1.0 CEU unless otherwise specified within their description

Creating A Digital Estate Plan

An Introduction to VA Benefits: VA Cash Benefits And VA Medical Coverage

Things to Know About Household Employee Payroll and Taxes

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

Using Quicken to Track Investments

Tax Organization – Making Tax Season a Little Easier for your clients and their tax accountants

Recordkeeping of Client Information

Helping Clients Manage Assets in the Internet Age

What’s Deductible

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

What’s New in Taxes for 2018

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

ETHICS

Ethics & Empathy

Understanding AADMM’s Code of Ethics

Practical and Professional Approaches to Working with People with Disabilities

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