American Association of Daily Money Managers

Forum Guidelines

The Forum is a benefit available only for AADMM members, allowing them to communicate with each other about issues of concern and items of interest in the daily money management profession. By participating in the Forum, members can post questions and receive feedback from their colleagues. Forum categories are listed on the main Forum page. Select the topic that best matches your needs to create a post and be sure to select ‘subscribe’ located in the top right corner AND check the box ‘Notify me of follow-up replies via email.’

You can also title your post to create a more specific conversation thread. Here are a few tips:

  1. Whether posting a question or replying, your name and a phone number or email address should be included at the bottom of each message.
  2. Any reply to a forum message is sent to everyone who elected to be notified on updates to the conversation. If you wish to reply privately to an individual, please email them directly.
  3. When posting a question, make a reference to the specific topic in the subject line. Don’t start a new topic as part of a reply to a previous topic.
  4. Keep responses concise. If someone mentions they are willing to share an item, contact them personally to receive a copy.
  5. Don’t post copyrighted information.
  6. Marketing related posts intended to advertise a member’s own services, products or events are not permitted. AADMM prohibits any commercial solicitation on the forum. Any individual who sends information aimed at selling a product or service will be removed from the forum.

AADMM is not responsible for the content or accuracy of any of the messages transmitted. By using this Forum, users agree to hold AADMM harmless and to exercise due care and common sense in using any information obtained through this service. Although the AADMM supports freedom of speech and the free exchange of information, it cautions users to act responsibly and respect the rights of others.

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The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.