American Association Of Daily Money Managers

Hackers know about a lot of software, bugs and holes. They regularly use these vulnerabilities to allow them to either take over a computer or access its data. Perhaps now is the time to clean up your electronic devices. Read more 👉 https://lnkd.in/g39hQw2D

⏰ Last Call for Registration! https://lnkd.in/gMrYKA66 This session will explore boundaries between roles, including managing potentially conflictual relationships between providers to maintain the highest quality care and service for clients.

Register 👉 https://lnkd.in/gMrYKA66 Join our speaker, Natasha Faria Smith, LICSW, C-ASWCM, CDP, EOLD on Wednesday June 26, 2024 as we discuss when and how to engage an aging life care manager, as well as what collaboration looks like through transitions for an elderly client. The session will explore boundaries between roles, including how to manage potentially conflictual relationships between providers to maintain the highest quality care and service for clients. The session will include lecture, case study, and small group discussion.

🚨 New Blog Post: Annual or semiannual meetings provide valuable touchpoints, but what happens between meetings? How can we ensure that our clients stay on track? Enter the DMM, who serves as a bridge between the advisor and the client. Read more 👉 https://lnkd.in/gBcu_W-T

⏰ Last call! Register 👉 https://lnkd.in/daWvB2M4 2.5 million seniors a year will walk away from their life insurance policies with little or nothing. This presentation will guide attendees to be better equipped to take care of their clients' life insurance policy needs.

Learn how an unwanted or unaffordable life insurance policy can be turned into income. Lisa Rehburg will guide attendees into the world of life insurance settlements. Attendees will be better equipped to take care of clients, if they have an unwanted or unaffordable life insurance policy. Register 👉 https://lnkd.in/daWvB2M4

As a small business owner, there are many jobs to get done. It can feel like there aren’t enough hours in the day. Here are some proven strategies to bring order to what can seem chaotic. Read the blog 👉 https://lnkd.in/gVHw64SM

As the class of 2024 turns 18, take time to help your student to assemble their essential life documents. Having these documents in place before your student leaves home gives them the underpinnings of security for the future. Read the full blog here: https://lnkd.in/gvVSYYW4

Register 👉 https://lnkd.in/enrXbHVf New to Daily Money Management? Learn the Basics! Tune in for AADMM's Spring Business Basics Course. This workshop will consist of two half-day sessions on May 17-18 for those who are interested in exploring daily money management as a career.

Managing mail is necessary to find the information we need, especially at tax time. However, for most of my clients, mail management is the bottleneck in the system. Despite the trend in electronic data, autopay and e-billing, mail continues to be a large source of frustration. Read more 👉 https://lnkd.in/gj7Tg_Dc