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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.
A Young Adults’ Guide to Living Alone
For many young adults striking out on their own, the ultimate goal is to live alone without roommates. But is this goal feasible from a financial perspective?
To find out, you need a clear picture of your finances. The word “budget” often has a negative connotation of restrictions, so let’s think of it as a Spending Plan instead. Creating this plan is the only way to determine if you can meet your living situation goal.
Here is a step-by-step guide to see if you can afford to live alone.
Holiday Budgeting Conversations with Older Loved Ones
For older adults, the holidays can magnify both joy and challenges. While many want to continue traditions like gift-giving, hosting meals, or contributing to family gatherings, their financial circumstances may not always support those desires. At the same time, adult children may feel pressure to “do more” to compensate for their loved one’s limitations -leading to overspending or feelings of guilt.
Important Medicare Changes for 2025 and 2026
Every year our government changes Medicare through legislation like the Inflation Reduction Act or by administrative dictates from the Centers for Medicare & Medicaid Services (CMS).
In both 2025 and 2026 there are major changes to Medicare Part D and the Rx cost smoothing provision which is akin to “balance billing” on your utility bills.