American Association Of Daily Money Managers (AADMM)的封面图片
American Association Of Daily Money Managers (AADMM)

American Association Of Daily Money Managers (AADMM)

金融服务

Leesburg,Virginia 799 位关注者

National membership organization for individuals and firms providing personal financial services.

关于我们

The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the field of daily money management. Daily Money Managers (DMMs) deliver essential 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.

网站
https://www.aadmm.com
所属行业
金融服务
规模
501-1,000 人
总部
Leesburg,Virginia
类型
非营利机构
创立
1998

地点

  • 主要

    673 Potomac Station Dr

    #801

    US,Virginia,Leesburg,20176

    获取路线

American Association Of Daily Money Managers (AADMM)员工

动态

  • Cybercrime is expected to cost over $10 trillion in 2025. You may not be online, but your data is out there. The risk is identity theft. Once data is breached, it’s sold to nefarious actors on the dark web. If enough information about one person can be put together, it becomes a fairly trivial task to open bank accounts, loans and credit cards in your name. The possibilities are endless, but there are protections you can put in place. Read the blog here ?? https://lnkd.in/gBwSZtwB

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  • In 'Unreasonable Hospitality,' Will Guidara, the former co-owner of Eleven Madison Park, shares how his approach to hospitality helped turn the restaurant into the best in the world. But this book isn’t just about restaurants—it’s about how any business (or individual) can create meaningful moments by going the extra mile. Join us June 12 for our next thought-provoking book club discussion! Register here ?? https://lnkd.in/gxKxuci3 This event is for members only.

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  • ?? Only a few spots left! New to Daily Money Management? Learn the Basics! Tune in for AADMM's Spring Business Basics Course. This is an ideal opportunity to learn the basics and hear from professionals who are successfully running their own businesses. To ensure the highest degree of interaction, participants will be limited to 18 people. Register by May 5 ?? https://lnkd.in/gE3ufwi5

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  • ? Last Call - Join us this Thursday, March 13! Instead of a book this quarter, we’re inviting you to watch two insightful TED Talks that explore the deep emotional connections we all have with money ??? Join us for a thought-provoking discussion on how these insights can benefit both our clients and ourselves. Register here ?? https://lnkd.in/gxKxuci3 This event is for members only.

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  • We're trying something new this time! Instead of a book this quarter, we’re inviting you to watch two insightful TED Talks that explore the deep emotional connections we all have with money ??? Join us Thursday, March 13, for a thought-provoking discussion on how these insights can benefit both our clients and ourselves. Register here ?? https://lnkd.in/gxKxuci3 This event is for members only.

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  • ?? Join us for an engaging and interactive webinar exploring the practical applications of AI in today's fast-paced world. In this session, we’ll discuss how to determine the right areas to implement AI in your workflow, how to identify and select the most appropriate AI tools for your needs, and how to craft effective prompts for optimal results. We’ll also delve into how to recognize when AI is “hallucinating” and generating inaccurate or unreliable information. Whether you’re just getting started with AI or looking to refine your current practices, this webinar is designed to empower you with the knowledge and skills to use AI effectively and responsibly. Don’t miss out on this opportunity to ensure that AI works for you—and not the other way around! Register here ?? https://lnkd.in/gy2qepzJ This is a members-only event.

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  • Register here ?? https://lnkd.in/gy2qepzJ ?? Join us for an engaging and interactive webinar exploring the practical applications of AI in today's fast-paced world. In this session, we’ll discuss how to determine the right areas to implement AI in your workflow, how to identify and select the most appropriate AI tools for your needs, and how to craft effective prompts for optimal results. We’ll also delve into how to recognize when AI is “hallucinating” and generating inaccurate or unreliable information. Whether you’re just getting started with AI or looking to refine your current practices, this webinar is designed to empower you with the knowledge and skills to use AI effectively and responsibly. Don’t miss out on this opportunity to ensure that AI works for you—and not the other way around! This is a members-only event.

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  • Read the AADMM Blog ?? https://lnkd.in/gZZuFub2 I know what you’re thinking: the month of February is bad enough with its bleak weather. Winter doldrums shift into high gear. Many of us have been stuck inside due to successive winter storms or frigid temperatures, our patience running low with family members and colleagues. So who really wants to work on organizing paperwork for their annual tax filing? I do! Having the right paperwork at your fingertips for reporting on your annual tax return is one bright spot in an otherwise dismal task. Whether you outsource your tax filing or do it yourself, having a system for tracking, gathering and categorizing necessary documents (ideally throughout the year) will save you time and money. Also the ability to reliably find important documents when you need them is a game changer. The tips shared below to create a system for this annual job will make it so easy that you’ll soon be saying “I do” too!

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