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AADMM is pleased to offer recorded webinars, eligible for CEU credit toward PDMM® certification. Outlined below and organized by credit categories is a list of recordings now available. As webinars are held, this site will be updated on a regular basis.

Unless marked otherwise, each recorded webinar is worth 1.0 CEU credit hour toward PDMM® recertification.

How does the process work?

  • Review the list of recorded webinars and complete the registration form for the webinar(s) you wish to attend.
  • A confirmation email with instructions on how to access the recording will be sent to you approximately 3 – 4 business days after your registration is received.
  • Registrants have a seven day time frame to access the recording.
  • You are required to listen for codes that will be given during the webinar and will be asked to verify the codes upon completion of the webinar. Specific instructions for submitting the codes are outlined in the confirmation email.   
  • Verification of the codes is how AADMM ensures the recording was attended in its entirety, thus making it acceptable for CEU credits.
  • As with live AADMM webinars, a certificate of attendance with corresponding PDMM® CEU credits will be created and available for attendees to access in AADMM’s Online Continuing Education Tracking System
  • Registration is for one entrant. Any other individuals who would like to join the recorded webinar are required to complete their own registration forms. (The registration fee is set per person, not per connection.) This also applies to CEU credits. Only registered individuals will receive the CEU credit available with the webinar.

For those attending AADMM webinars (live and/or recorded) for CEU credits for a certification other than the PDMM® certification, you must check with the accrediting organization to ensure they will accept AADMM’s webinar.  Some webinars may not be accepted for credits with other organizations and it is the responsibility of the attendee to confirm that information.

If you attended a live webinar session, you are not eligible for CEU credit for the same recorded webinar. Participants cannot receive credit more than once for the same webinar.

Care at Home: Helping Clients Make Wise Choices

Daily money managers are often asked directly by their clients (or by family members) to advise and assist with setting up caregivers in the home. This webinar will prepare DMMs to explain the paid caregiving landscape to their client families and help those client families to assess the type of care that is needed, decide how that care will be provided (e.g. agency vs. direct hire) and select and manage the individual caregiver(s). This webinar does NOT cover the payroll tax issues of household employees as that topic has been covered elsewhere.

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The Mechanics of LTC Insurance: Claim Process and Accessing Benefits for Your Client

DMMs face issues initiating and managing LTC insurance claims so clients can receive policy benefits and pay for extended care. This presentation will cover a host of topics including:

  1. Regulations affecting LTC policies
  2. Requirements for who may be paid for providing care
  3. Differences between older and newer policies
  4. Other covered expenses besides care giving
  5. Many more details preparing a DMM to assist with the claim process

This webinar is designed for daily money managers who assist those 50+ and consumers 50+ who own LTC insurance and will eventually need to make claim to access policy benefits to pay for care needs.

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Protecting Yourself, Your Agency or Your Clients from Theft and Fraud

The theme is “Protecting your Bottom Line.” This includes threats to businesses – Breaches and Phishing. Participants will learn how account take-over occurs and how to prevent it. Prevention methods for employee embezzlement, theft of checks and information and how that could affect you as well as identity theft preventions and what to do if you become a victim and current scams will also be covered.

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Power of Attorney (2015)

Attorney Hyer will discuss the legal and practical aspects of the execution and application of Power of Attorney (“POA”) forms and Major Gifts Riders. Specifically, he will review the requirements for the execution of a POA as well as potential ancillary issues, such as fraud, elder abuse, and breach of fiduciary duties that should be taken into consideration by individuals drafting a POA, drafting attorneys, appointed fiduciaries, appointed monitors, and third parties acting in reliance upon a POA. Webinar participants will learn the proper manner in which the Power of Attorney is to be drafted and executed, what factors should be considered when determining the proper scope of authority set forth within the POA, the fiduciary responsibilities of any attorneys-in-fact and any monitors appointed by a POA. Considerations to make when a party is acting in reliance of a POA that is being presented to them will also be discussed.

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The Affordable Care Act: What Seniors need to know in 2014

The Affordable Care Act (ACA) is a tremendously complicated piece of legislation. Many seniors are under the mistaken impression that the ACA reduces Medicare benefits in order to provide care to younger Americans. The reality is that millions of seniors are receiving additional benefits as a result of ACA and the Medicare Trust Fund has extended viability as a result of its provisions.

This Webinar will explore the continuing implementation of ACA in 2014 as it relates to seniors and disabled Americans. We will also consider the important financial impacts of ACA on individuals considering early retirement or self-employment.

Participants can expect to be able to better assist seniors and disabled adults with critical health care choices available under ACA, such as available subsidies and comparative advantages over COBRA coverage.

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Creating A Digital Estate Plan

*Note: This webinar is similar to the presentations given at the 2014 Annual Conference and the Atlanta Chapter April 21 meeting, but will cover some new information. Individuals who attended the conference session (Information Afterlife and Digital Estate Planning) or the Atlanta meeting (Creating A Digital Estate Plan For You and Your Clients) are not eligible to receive credit toward PDMM® recertification.

What if you suddenly died or became incapacitated? Would your Executor, Power of Attorney, family or other authorized representative know about the existence of your “invisible” online and web-based accounts, the ones with no statements or paper trail? Do the right people know how to log-in to your vital accounts? While your family is planning your funeral and grieving your loss, criminals could be hijacking your Facebook account. Do you know how to protect your ‘information afterlife’, the digital information that goes on without you? Creating A Digital Estate Plan is a webinar designed to provide you with a safe way to transfer your clients’ digital information to their family and authorized representatives, account for digital assets that might be overlooked by the estate, and protect your clients’ information afterlife from unauthorized access by identity thieves and other digital mischief-makers.

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Medical Identity Theft: The Nefarious side of Identity Theft

Medical identity theft is a growing threat in the nefarious world of identity theft. Although it is not as well-known as financial identity theft, the impact of medical identity theft is long-lasting and life-threatening. Identity Theft affects one in four Americans but Medical ID Theft accounts for three percent of all identity theft cases, or approximately 500,000 cases per year. With only one arrest made in every 700 cases, medical identity theft costs consumers and businesses nearly $60 billion each year. Unfortunately, the financial costs of medical identity theft are only part of the problem. In addition to the devastating economic ramifications, medical identity theft can literally be a matter of life and death. An incorrect entry such as an allergy or blood type in the medical records of a victim can lead to serious reactions or death.

This informative, unforgettable presentation takes participants step-by-step through the dangers physicians, patients, and businesses face, as well as tried and true strategies for preventing medical identity theft.

This webinar will cover:

  • Common tactics thieves use to gain access to personal information
  • What the rash of data breaches can me to you or organization
  • How to spot medical identity theft
  • Latest scams, data breaches and losses
  • Strategies to implement to prevent medical identity theft
  • Immediate actions to take if you become a victim

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 What You Need to Know About Identity Theft

Identity Theft is the fastest growing crime in America and impacts all Americans. It is estimated that one out of every two Americans will be the victim of ID Theft. It seems like every day we hear of another data breach that compromised thousands to millions of identities. Yet many people don’t know how identity thieves obtain information, what they do with the information and if there is anything that can be done to protect themselves from the crime. This webinar will define ID Theft and explore three specific types of identity theft: Business ID Theft, Tax-Related ID Theft and Financial ID Theft. We will explain how these crimes transpire, steps to take to reduce the risk of being a victim, and first steps if victimization does occur. In today’s world, it is critical for Daily Money Managers, Financial Planners, Attorneys, Senior Advisors and others who serve clients to have knowledge about Identity Theft and the resources available to help their clients prevent and recover from this pervasive crime. This webinar will cover:

  • Definitions of Identity Theft, Fraud and Identity Fraud
  • Why criminals perpetrate these crimes and how their actions are connected to organized crime, human trafficking and even terrorist organizations
  • How personal identifying information is obtained
  • What is Business ID Theft
  • What is Tax Related ID Theft
  • What is Financial ID Theft
  • Steps to reduce risk of victimization (prevention)
  • First Steps for victims
  • How to help your clients create a plan to respond to ID Theft (prevent, recognize and respond)
  • Paid Services (what do services like credit monitoring, ID Theft insurance and monthly credit scores really do, and are they worth the money)
  • Locate resources and understand the laws in your stateLocate resources and understand the laws in your state

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Computer Backup:  Keeping Critical Files Safe and Secure

Computer backup protects important data – whether personal or professional – by storing it separately from the computer. There are a number of methodologies and technologies to consider at various price points. Remembering that redundancy is paramount, we extoll a “belt-and-suspenders” approach to backup.  Participants learn about backing up and protecting both the data on their own computers as well as the data on the computers of their clients.

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Identity Theft: What Daily Money Managers Need to Know (2013)

Identity Theft: What Daily Money Managers Need to Know provides a comprehensive overview of identity theft fraud and includes the following topics: common forms of identity theft, identity theft risk factors, phishing scams, ways to reduce the risk of identity theft, identity theft research findings, identity theft resources, and the role of daily money managers in helping their clients reduce their identity theft risk.

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Fiduciary Fitness

Fiduciary Fitness is not just a one-time event. It’s not a sprint to the finish line. It’s not for the weak of mind or heart. Fiduciary Fitness shows you what it means to be a fiduciary, describes your responsibilities and best practices in performing your role, and identifies possible conflicts which can arise. With Fiduciary Fitness, you will be able to maintain a strong, ever improving, organization. You’ll learn the skills needed to be an enthusiastic, educated and “Fit” Fiduciary. This presentation is designed for business owners, plan administrators, attorneys, accountants, human resource personnel, guardians, financial advisors, and executors, who have any responsibility for others’ property and/or assets.

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Why Insurers Deny Payment for Services and What You Can do to Minimize Patient Responsibility

Insurers often deny coverage for medically necessary services leaving patients focusing on how to pay for healthcare and not on getting well.  This presentation provides an overview of common health insurance policy limitations and exclusions and common coverage denial reasons. While most insurance policies provide for member appeals, the member/patient is often limited to just one appeal under the policy.  It is very important to recognize the true reason why the insurer is not paying the claim and provide the best argument with any supporting information the first time the matter is appealed.  It may be the only shot at getting the service covered.

This presentation covers the following:

  • How the Affordable Care Act has impacted the appeals process
  • Tips for composing and filing effective appeals
  • Laws, regulations and common law principles that can be utilized when laying out the argument
  • Avenues for escalating issues when an insurer will not review the patient’s appeal.

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Power of Attorney (2012)

The webinar focuses on the different types of Powers of Attorney: statutory versus non-statutory, durable versus non-durable, springing versus immediate, and financial versus health care. Special concerns for third parties who rely on Powers of Attorney are discussed.

Participants will gain a better understanding of the types and variation of a Power of Attorney and a general understanding of when one form of Power of Attorney may be more appropriate than another

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What to Do When a Client Dies

What can you do to help the family when your client becomes incapacitated or dies? Having the knowledge from this webinar will better equip you, should you be called upon to perform the duties of a family executor or trustee. This webinar addresses:

  • The typical types of estate and health related documents and how they are put into place when an event triggers their usage.
  • "Limbo-Land": The time between the event and the establishment of a conservatorship, or appointment of an estate administrator.
  • Duties of the estate administrator and suggestions on how you can assist them with their responsibilities, without assuming fiduciary responsibility.
  • Description of the typical probate time line.
  • How to help the family and the administrator avoid potential liability when settling the estate. What NOT to do is as important as understanding what TO DO.
  • And what about the "stuff"?

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The Affordable Care Act - The Ins and Outs

The Affordable Care Act (ACA) is a hot topic but there is not much being said in the media. Many people will be taxed in 2013 to pay for the ACA, but many may not be aware of how this tax works. There are two taxes in affect this year. Many employers will start to offer “affordable” health care. If your employer does not offer it, every individual must have healthcare or they will be penalized. There are only a few persons that are exempt.
This presentation addresses the following questions:

  • Who will be taxed to pay for the ACA, how much is the tax and when does it start?
  • If your employer does not offer health insurance, who is required to be covered and if they are not, what is the penalty? When are you required to have the insurance?
  • If your employer does pay for the ACA, what does it cover and how much do you have to pay to make it “affordable”?
  • Who is exempt from paying for the health care?

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A Daily Money Manager's Guide to Long Term Care Insurance: How It Works & Who Should Buy It

This webinar provides a detailed view of long term care planning. Attendees learn about the Who, What, When, and How of LTC insurance. The presenter addresses what age someone should consider LTC insurance, what impacts the cost, what is covered, how to claim benefits, if it’s possible to self-insure and tax advantages for businesses. The fundamentals of preplanning are also covered including what decisions and information is necessary when applying for coverage and owning a policy.

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What’s Deductible

One of the challenges with being a DMM is having good resources for the variety of information we are asked about. One key item is the recurring question of what can be done to reduce taxes. After this webinar, you will better understand how to help your clients track and report more details for tax deductions. The goal is to know what is deductible and how to track throughout the year.

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How to Help & Support Your Overspending Clients

This webinar will be a "dive deep" presentation on how to help and support your "overspending" clients. We discuss some of the symptoms and causes of overspending and look at ways you can help your clients change their negative behaviors. This sessional also addresses when to refer your client to a licensed therapist. Participants will learn:

  • How to recognize overspending behaviors.
  • How to talk to your overspending client(s) in a non-judging manner.
  • Action steps to help your client change their negative behaviors.
  • Resources for your clients with spending addictions.

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What’s New In Taxes for 2016

This webinar will give you an overview of what is new and exciting, and what has stayed the same in the world of taxes for the 2016 tax season. Learn about changes to the health insurance penalty, tax benefit changes due to inflation adjustments, and things to watch out for in 2016 (just to name a few)!

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An Introduction to VA Benefits: VA Cash Benefits And VA Medical Coverage

The presentation will provide an overview of the federal VA benefits, with a focus on two cash benefits and VA medical care or coverage. The two cash programs are:

  • Compensation for service-connected disabilities
  • Improved Pension available based on age (65 and older) or for younger veterans with a non-service-connected disability.

Participants will have an understanding of how the VA supports veterans and their families through the cash programs and the VA medical system. Additionally, the participants will learn about the application process and documentation requirements for these VA benefits.

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What’s New in Taxes - 2014

This webinar will focus on key tax law updates and changes that directly impact professionals who provide personal financial and bookkeeping services to senior citizens. This seminar will cover information that the professional needs to know to best help the individuals they work with, such as: what records are important to keep for tax purposes, how to best organize those records, as well as changes that have taken place that your client needs to know. In addition, the speaker discusses topics that apply directly to daily money managers.

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Things to Know About Household Employee Payroll and Taxes

Attendees will gain a better understanding of payroll and taxes that impact household employees and how to communicate with clients regarding these topics. The webinar will discuss how to differentiate between contractor and employee, how to deal with employment taxes and whether or not you need to account for State and local taxes. This webinar is designed for anyone who works with seniors and/or high net worth individuals who have services that are performed in their house on a regular basis.

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What to do BEFORE Someone Dies: Helping Your Client Families Survive Loss as a Cohesive Unit

As with most things in life, communication is the major key to a family remaining close through tragedy. The families that are most successful are those who have taken the time and effort to create an estate plan and then have "The Family Conversations" prior to a death.

  • Legal, financial and practical planning for death.
  • Ways to impart the importance of having the family conversations.
  • How to engage the participants, and understand the emotions involved.
  • What topics to address.
  • Tools and resources that are available in the marketplace.
  • Other professionals who can be of assistance, both in the pre-planning stage and after a loss

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Using Quicken to Track Investments

This webinar provides an overview of the capabilities of Quicken to track investments. The focus is on standard brokerage and 401k/IRA accounts. Manual transaction entry as well as account downloading are demonstrated. Participants will learn some of the weaknesses and inconsistencies encountered when downloading from various brokerages. They will also learn some of the capabilities and some of the issues with Quicken support of investment accounts. After attending the webinar, participants should be able to make an informed decision with their clients about whether transaction by transaction tracking of investment accounts in Quicken is desirable.

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Helping Clients Manage Assets in the Internet Age

We live in the Internet Age and depend on computers, mobile devices and the Internet to live our daily lives. Computers and the Internet have changed the way our clients track their conventional assets, as well as creating an entirely new set of assets – online assets. For example, financial services companies want people to receive account statements by email, and many people store information about assets on their computers. Also, people have new online assets, such as PayPal and other stored value accounts, as well as works of authorship stored online and virtual goods. Upon the death or disability of your clients, you may need to work together with attorneys to search computers for information about assets. You may need to help trustees and executors.

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Tax Organization – Making Tax Season a Little Easier for your clients and their tax accountants

Tax season is a busy time for everyone so it is important to learn how to minimize the tax-season stress for both your clients and their tax accountants. This webinar teaches DMMs how to organize complete and orderly tax return documents. Document retention guidelines will be provided as well as some tips on how to keep paperwork in order to make future tax seasons easier and more efficient.

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Ethics & Empathy

Empathy – seeing and feeling as another – can be both powerful and problematic in ethical decision-making. This session examines strategies for balancing one’s head (rational thinking) and one’s heart (emotional concern) in addressing the ethical challenges facing daily money managers. Insights from research in neuroscience and social psychology inform the discussion, as this webinar explores how the internal processes involved in ethical decision-making and how the external environment can shape our responses. Participants will learn specific techniques for applying these research insights in their daily practice as daily money managers.

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Understanding AADMM's Code of Ethics

All members must adhere to AADMM's Code of Ethics, but have you ever wanted more detail about the various points it outlines? This essential document is an affirmation of your commitment to providing quality services in an ethical manner. This session reviews AADMM's Code of Ethics and brings it to life with examples of how it can be applied to difficult situations you may encounter in your business. This webinar is worth .5 credit hour for PDMM recertification.

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174 Crestview Drive . Bellefonte, PA 16823-8516
Phone: 877-326-5991 . Fax: 814-355-2452 . Email: info@aadmm.com