AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS TO OFFER WORKSHOP IN RALEIGH

The American Association of Daily Money Managers (AADMM) will sponsor a “Daily Money Management Business Basics” workshop on Saturday, Feb. 11 at the Embassy Suites Hotel, Raleigh-Durham Research Triangle East from 9:00 a.m. to 4:00 p.m. This is the first time the workshop is being offered outside of AADMM’s annual meeting.

The workshop is designed both for those who are considering Daily Money Management as a career, or for existing managers who want to refresh their skills. It will explain the professional work of Daily Money Managers, identify traits and skills which lead to success in the profession, and help attendees learn to build a client base and create a successful business. Specifics on operating your own business, including fees, pricing and billing practices will be discussed.

Faculty for the workshop include:

• Pamela Nielsen Brehler, Personal Finances Management, Hillsborough, NC. She is Secretary of AADMM and a Certified Senior Advisor.
• Patricia S. Morris, Esq., CFP, Personal Money Manager, Newton, MA. She is Vice-President of AADMM, and an attorney whose legal practice is devoted to guardianship cases. She also assists individuals with bill paying services and financial planning.
• Bridget Pendergast, CareGiver Resources, Inc., Virginia Beach, VA. A member of the AADMM Board, she had been a panelist for two previous AADMM workshops.
  Cost of the workshop is $200 for members of AADMM and $225 for non-members. The fee includes the course, a complete training manual, a networking lunch and refreshment breaks. A similar workshop will be offered on May 6 in Chicago, IL.

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MEDIA CONTACT: Georgene Thompson, 717-243-1349/ georgenethompson@comcast.net