American Association of Daily Money Managers (AADMM), a national organization of personal financial professionals with ethics, standards, and background checks.
Joined March 2020
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🚨 Last chance! Join us TOMORROW for "The DMM as Payroll Liaison: Managing Client Payroll from Setup to Shutdown"
Register here 🔗 aaodmm.wildapricot.org/event…
✅ CEU: This session is approved for CEU credit: 1.5 hours, Payroll and Tax Basics.
📢 1 week away!
Join Rebecca Eddy to learn how DMMs can act as a liaison between clients and their payroll company.
Register here 🔗 aaodmm.wildapricot.org/event…
✅ CEU: This session is approved for CEU credit: 1.5 hours, Payroll and Tax Basics.
Rebecca Eddy, founder of Eddy & Schein Group, will teach you how DMMs can act as a liaison between clients and their payroll company.
Register here 🔗 aaodmm.wildapricot.org/event…
✅ CEU: This session is approved for CEU credit: 1.5 hours, Payroll and Tax Basics.
May is an excellent month to review your personal finances. Now is the perfect time to apply those strategies to your own situation and ensure your important documents and information are up to date.
Learn more 👉 secure.aadmm.com/financial-t…
The DMM as Payroll Liaison: Managing Client Payroll from Setup to Shutdown
⏰ 5:00 PM - 6:30 PM
🗓️ 20 May 2026
Register here 🔗 aaodmm.wildapricot.org/event…
✅ CEU: This session is approved for CEU credit: 1.5 hours, Payroll and Tax Basics.
Last call for registration! 🚨
🔗 aaodmm.wildapricot.org/event…
Looking for practical guidance on creating clear, professional, and legally sound client notes? This presentation is for you.
✅ CEU: This session is approved for CEU credit: 1 hour, Standards of Practice and 0.5, Ethics
Learn how DMMs can act as a liaison between clients and their payroll company: setting up a client profile, onboarding staff, making changes as they arise, funding payroll and taxes, and what after-death responsibilities an estate has.
Register here 🔗 aaodmm.wildapricot.org/event…
Don't miss out on this excellent presentation designed with both new and experienced DMMs in mind, followed by case scenarios and some applied practice.
Register today 🔗 aaodmm.wildapricot.org/event…
✅ This session is approved for CEU: 1 hour, Standards of Practice and 0.5, Ethics
Last call 🚨🔗 aaodmm.wildapricot.org/event… (AADMM members only)
Essentialism isn’t about getting more done in less time. It’s about getting only the right things done.
Join us on April 23 to discuss Greg McKeown's best-selling book, Essentialism: The Disciplined Pursuit of Less.
🚨 Last chance to register for the AADMM Business Basics course!
This exclusive workshop sets forth the components needed to perform the duties of a DMM on a day-to-day basis.
Register now 🔗 aaodmm.wildapricot.org/event…
Participants will be limited to 17 people.
Imagine owning a business where you help others take control of their finances - without needing a financial degree or CPA license.
As a DMM, you can provide these essential money management services.
Click here to receive a free introductory packet: secure.aadmm.com/dmm-interes…
Please join us on April 23 to discuss "Essentialism: The Disciplined Pursuit of Less" by Greg McKeown.
Are you often busy but not productive?
If you answered yes, the way out is the Way of the Essentialist.
Register 👉 aaodmm.wildapricot.org/event… (members only)
Julianne Miller, AFC®, is a Financial Coach and DMM with years of experience helping women simplify their finances and feel confident managing money—especially during life transitions.
Register today 🔗 aaodmm.wildapricot.org/event…
AADMM's Business Basics Course is the best way to jumpstart your daily money management (DMM) career.
Learn the basics from the experts who are successfully running their own DMM businesses.
Register now 🔗 aaodmm.wildapricot.org/event…
Participants will be limited to 17 people.
Please join us on April 23 to discuss "Essentialism: The Disciplined Pursuit of Less" by Greg McKeown.
Have you ever found yourself stretched too thin?
If you answered yes, the way out is the Way of the Essentialist.
Register 👉 aaodmm.wildapricot.org/event… (members only)
Earn CEUs while getting practical guidance on creating clear, professional, and legally sound client notes.
This webinar covers:
🔹 What and when to document
🔹 How to maintain ethical and confidential records
🔹 Case scenarios and applied practice.
🔗 aaodmm.wildapricot.org/event…
🚨 Last call for a printed workbook! The registration cut-off for a printed copy of the Business Basics workbook is April 8, 2026.
Register now 🔗 aaodmm.wildapricot.org/event…
Participants will be limited to 17 people.
Looking for practical guidance on creating clear, professional, and legally sound client notes? This presentation is for you.
Register today 🔗 aaodmm.wildapricot.org/event…
✅ CEU: This session is approved for CEU credit: 1 hour, Standards of Practice and 0.5, Ethics.
The @NYTimes is highlighting something many of us already know:
Managing day-to-day finances is getting more complex — and more people need support.
nytimes.com/2026/03/25/busin…
#AADMM #FinancialOrganization #DailyMoneyManager #MoneyManagement
Their latest article shines a light on the growing role of Daily Money Managers (DMMs) and the impact of groups like AADMM in helping individuals stay organized, protected, and financially independent.
It's not about money — it’s about dignity, independence, and peace of mind.
If you’ve ever wondered what AADMM is or why it matters, this article is a great place to start or visit us at aadmm.com.