aadmm.comDaily Money Managers Association Personal financial management

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Description:Daily Money Managers represent individuals and businesses in the field of personal daily money management. AADMM is a national membership organization.

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Facebook Twitter Google CONTACT US MEMBER DASHBOARD FIND A DMM About About AADMM Meet the Board Meet the Staff History of AADMM Facts about AADMM Contact AADMM DMMs and You Who Needs a DMM? What is a Daily Money Manager? Working with a DMM Working with a DMM FAQs Working with other professionals Find a DMM Standards of Practice/Code of Ethics File a Complaint Our Blogs Money Matters blog DMM Notes Resources AADMM Resources Webinars Financial Tip of the Month Bookstore Partners and Affiliates News & Events News News and Press Releases Members in the News AADMM in the News Events Events Calendar Conference Event Photo Galleries Manage Your Event Registrations Certification How to Become a Certified Daily Money Manager Continuing Education Unit Tracking System Certification Process FAQs CDMM Recertification Recertification Content Continuing Education Acceptable Courses and Programs Membership Join AADMM Member Benefits Chapters and Regional Groups Select Page We focus on your daily money matters so you can focus on life. ABOUT AADMM JOIN AADMM For Individuals & Families Resources and information on how a DMM can help you. Learn More Members Member resources, news, education and certification Join today Referral Partners How daily money managers work with other financial professionals Learn More Special Announcement on COVID-19 We would like to provide you with an update on how AADMM is addressing the evolving Coronavirus (COVID-19) situation. Our #1 priority is the well-being of our members, clients, staff, partners and community. Read more here! Find a Daily Money Manager in Your Area Daily Money Managers (DMMs) represent individuals and businesses in the field of daily money management. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals. Directory Search What is a Daily Money Manager? LEARN MORE Join and Become a Member LEARN MORE 2020 AADMM Virtual Conference November 13-14, 2020 LEARN MORE EVENTS AND WEBINARS What's New in Taxes for 2021 LIVE WEBINAR This informative annual webinar is back and will give you an overview of what is new and exciting in the world of taxes for the 2021 tax season. Some of the topics that will be covered include: Annual adjustments in tax rules and thresholds Tax impact of 2020 Stimulus Payments Tax impact of CARES Act including: above the line charitable contributions, and relaxed retirement account rules. Registration Info Financial Anxieties - How to Recognize it in Your Clients RECORDED WEBINAR Do you have clients that are overwhelmed with the current financial uncertainties, regardless of how much money or assets they may have? Learn how to identify when clients have created an unhealthy or unwanted pattern of financial dependence and identify the difference between typical & clinical anxiety. Registration Info Business Basics RECORDED WEBINARS The Business Basics Recorded Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession. The webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis. Registration Info Money Matters blog Daily Money Managers: Agents Under a Power of Attorney, Trustee or Executor Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? There is a growing need for people who can act as their agents for financial matters. read more Financial Paperwork Got You Down? If you or someone you know is looking for assistance with their financial paperwork, please check out the AADMM website to find a DMM in your area or one that works remotely. read more 5 Strategies for Juggling Life, Work & Caregiving Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job. read more American Association of Daily Money Managers 174 Crestview Drive, Bellefonte, PA 16823-8516 P. 814-357-9191 F. 814-355-2452 E. info@aadmm.com Search for: Facebook Twitter Google TERMS OF USE | PRIVACY POLICY | COPYRIGHT ©2020...

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