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Member resources, news, education and certification
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How daily money managers work with other professionals
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.
What is a Daily Money Manager?
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EVENTS AND WEBINARS
Upcoming Events
Live Events and Webinars
AADMM hosts a variety of events designed for Daily Money Managers, including monthly live webinars, members-only book club meetings, new member webinars and the AADMM Annual Conference.
Recorded Webinars
Earn CEU Credits!
Explore our catalogue of past webinars and recorded events covering topics such as Standards of Practice, Types of Expenses, Payroll, Finance, Bookkeeping and Bill Pay, Ethics, and more! You can even earn CEU credits.
Business Basics
2-Part Webinar Series
This series is designed for those considering Daily Money Management (DMM) as a career or those new to the profession. This webinar sets forth the components needed to perform the duties of a DMM on a day-to-day basis.
When Building a Budget, Keep Your “Why” in Mind
Creating a budget is a fundamental step toward achieving financial stability and reaching your financial goals. However, the process can sometimes feel overwhelming or restrictive. The key to a successful budget is not just about numbers; it’s about understanding your “why” – the reason behind your financial goals. Here’s a guide to help you build a budget while keeping your “why” in mind.
Emergency Funds: An Important Part of Your Financial Strategy
When you think of your financial portfolio, your emergency fund probably isn’t the first thing that comes to mind. You’re more likely picturing your investments, retirement accounts, and that hot stock tip you’re hoping will pay off. But the truth is, your emergency fund represents more than just a rainy-day stash—it’s a critical part of your overall financial strategy.
Emergency funds can be broken down into three categories: quick, intermediate, and comprehensive.
Simple Holiday Budgeting Can Reduce Stress: A Guide for Busy Professionals
As the holiday season approaches, many of us feel a mix of excitement and anxiety. Amid the festive atmosphere, gift-giving, holiday gatherings, and travel costs can quickly add up, often leaving us with an inflated credit card bill come January. For busy professionals, balancing a packed work schedule with holiday planning makes it all too easy to overspend. However, with a few straightforward tactics, you can plan your holiday budget effectively and enjoy the season without financial stress.