American Association of Daily Money Managers

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



1.0 Credit hour to Ethics for PDMM® recertification.
Webinar date: Wednesday, October 23, 2019 at 7 p.m. Eastern

AADMM professionals encounter ethical dilemmas and challenging boundaries on a daily basis. Dr. Rubin discusses boundary setting for DMMs dealing with ethical issues in daily practices. As a psychologist, her approach is refreshing and unique. Dr. Rubin emphasizes how to manage anxiety and
stress that inevitably arises in helping an aging population make money decisions. These financial decisions affect both their clients’ own independence and autonomy as well as their family members access to their finances. Learning how to navigate these boundaries with self-awareness and confidence will benefit DMMs productivity and work satisfaction. Learning to partner with clients more effectively with clear boundaries will enhance the trusting professional relationship that is the cornerstone of this work.

Participants will learn a new way to think about boundaries and how to approach them without fear, as well as how to deal with clients whose cognitive abilities are declining.

Presenter: Tova Rubin, Ph.D.
Dr. Rubin has presented to AADMM local and regional groups discussing how to approach ethical dilemmas from a “process” level, and how to set strong boundaries that match each DMM’s personal comfort level as well as professional standards. She is a psychologist who has been in private practice for over 15 years.

Registration: The deadline to register is October 9, 2019. Register online or complete the PDF registration form and mail, email or fax to: AADMM Registration Office, 174 Crestview Drive, Bellefonte, PA 16823, Email: registration@aadmm.com, Fax: 814-355-2452.

Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. The registration fee is set per person, not per connection.

Confirmation: Registrants will be notified on how to participate in a follow up email.

Click here to download the registration

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