Events
AADMM Events and Meetings
Keep up to date on events for daily money managers.
* Indicates members-only event
Navigating Cognitive Change, Mental Illness, and Capacity: A Guide for Daily Money Managers
August 26, 2026
Register Here
Building Better Partnerships with Financial Advisors: How Daily Money Managers Can Become Essential Members of the Longevity Planning Team
September 30, 2026
Register Here
AADMM 2026 Virtual Conference
November 12-13, 2026
Register Here
New Member Launchpad Series
These events are only for new members who have joined AADMM since January 2024.
Q3 New Member Launchpad: Secrets of a Seasoned DMM
September 14, 2026
Register Here
Q4 New Member Launchpad: Using Technology to Manage Your Business
December 7, 2026
Register Here
Prospective Members Events
The following events are designed for non-members to learn more about AADMM membership and the DMM profession.
Meeting for Prospective AADMM Members: Q&A with Daily Money Managers
November 9, 2026
Register Here
Note: this event is for prospective members only.
Networking Groups
The networking community of AADMM consists of both local chapters and regional groups to help you connect with others working in Daily Money Management and related topics. Groups connect formally and informally and share information via meetings and conference calls.
Learn more about networking groups.
Interested in joining our CDMM study group?
Whether you’re pursuing your CDMM certification or simply looking to deepen your knowledge, our study group is open to all. Please reach out to Robin Schulz directly to learn more about how to get involved.📧 robin@dailyfinancialmatters.com
We look forward to hearing from you!