Posted by Positive Aging SourceBook on 05/06/2021

Meet the Daily Money Managers


Join us for the first in our monthly series of discussions with members of the American Association of Daily Money Managers AADMM. A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more.

This month our panel features:
Leah Nichaman of Everyday Money Management
Meryl Schaffer of TLC Daily Money Mentor
Christine Dolan of C.Dolan & Associates

Chat

12:07:07     From  Paul Smith : That is awesome.  Good on ya!

12:07:51     From  David - Personal Living Alert   to   All panelists : Fantastic mission and cause.  Personal Living Alert is all about senior safety - we provide medical alert systems

12:08:11     From  Steve Gurney - ProAging Sourcebook : From David - Personal Living Alert to All Panelists:  12:07 PM

Fantastic mission and cause.  Personal Living Alert is all about senior safety - we provide medical alert systems

12:10:02     From  David - Personal Living Alert   to   All panelists : Jeff - how can we reach out to you?

12:10:20     From  Joe Sperling : PLANNING AND PROTECTION ARE VITALLY IMPORTANT.  PROTECT FAMILY, INCOME AND ASSETS.  CALL ME FOR GUIDANCE. JOE SPERLING 301-980-8869.  joe@joesperlinginsurance.com.  DO SO BEFORE BAD STUFF HAPPENS.  YOU'LL FEEL GREAT WHEN PROTECTION IS IN PLACE.  I'M A PROTECTIONIST, AND NOT YOUR AVERAGE JOE!

12:11:05     From  Paul Smith : HI All, Paul Smith, Realtor 301-661-0738, Paul@HomesByTheAbramsGroup.Com  Guiding Buyers & Sellers.  For those “old, dated or tired” looking homes, we have a renovation program so that Sellers can NET MORE from their sale with NO OUT OF POCKET outlay. Pay at closing!

12:11:21     From  Valerie Mawdsley   to   All panelists : Welcome!  Glad to see a session on Daily Money Managers - Valerie Mawdsley (DMM)

12:11:48     From  Jeff Salter - Caring Senior Service   to   Steve Gurney - ProAging Sourcebook(Direct Message) : If anyone wants to follow my journey go to grabthebars.com Thanks everyone appreciate everyone's support...

12:11:52     From  Leah Nichaman   to   All panelists : Right, Valerie?  Our time has come!

12:12:03     From  Christine Dolan - C. Dolan & Associates   to   All panelists : Thank you Valerie!

12:12:31     From  Steve Gurney - ProAging Sourcebook : From Jeff Salter - Caring Senior Service to Me:  (Direct Message) 12:11 PM

If anyone wants to follow my journey go to grabthebars.com Thanks everyone appreciate everyone's support...

12:12:47     From  Steve Gurney - ProAging Sourcebook : From Valerie Mawdsley to All Panelists:  12:11 PM

Welcome!  Glad to see a session on Daily Money Managers - Valerie Mawdsley (DMM)

12:13:32     From  Tara Barnes : Hello! Tara Barnes with Powhatan Nursing Home Admissions@vierrafallschurch.com

12:16:05     From  Sharon Zissman   to   All panelists : Glad to see you all representing our profession.  Thank you for doing this! - Sharon Zissman

12:16:07     From  Tina Olusanya : Hello Everyone! Tina Olusanya with Steadfast Home Care Services.

tina@steadfasthomecareservices.com 703-946-1664


We provide personalized home care services to seniors, the disabled, hospice patients and also care for patients recuperating from hospitalization. Supporting activities of daily living and more. 


Currently running our FREE “Memory Loves Music” program at senior and memory communities. Please email me to schedule for your community!

12:16:28     From  Christine Dolan - C. Dolan & Associates   to   All panelists : Thank you Sharon!

12:18:07     From  Steve Gurney - ProAging Sourcebook : From Sharon Zissman to All Panelists:  12:16 PM

Glad to see you all representing our profession.  Thank you for doing this! - Sharon Zissman

12:18:22     From  Ellen Pincus : Hello Ellen Pincus with Cavalier Home Health 5 Star skilled home health in Va. 703-477-6252 epincus@cavalierhomehealth.com

12:18:42     From  Christine Dolan - C. Dolan & Associates : Thank you Sharon & Valerie!

12:21:41     From  Keisha Toussaint Mc Mayo : Good afternoon everyone 

Keisha Toussaint Mc Mayo 

Family Support Worker II 

Prince George’s Department of Social Services 

Keisha.toussaint@maryland.gov

12:21:45     From  Stacie Joseph : I have been told I am the perfect person to do this by one of my local accountants because of my background in accounts payable for a large non-profit as well as being my elderly mom's daily money manager for five years. What organization can I join to get credentialed if you will.

12:22:36     From  David - Personal Living Alert : Personal Living Alert provides medical alert systems.  Lets keep seniors safe and in their homes.www.personallivingalert.com or david@personallivingalert.com

12:22:56     From  Cathy Harrison : Hi All,

12:23:38     From  Cathy Harrison : Thank you for this program. Cathy Harrison Brightstar Care of Montgomery County, cathy.harrison@brightstarcare.com, 301-588-0859

12:23:52     From  Kate Chutuape : Hello,

12:24:14     From  Steve Gurney - ProAging Sourcebook : American Association of Daily Money Managershttps://secure.aadmm.com/

12:24:20     From  Kate Chutuape : This is Kate Chutuape with Senior Health Dept VHC, kchutuape@virginiahospitalcenter.com

12:25:05     From  Stacie Joseph : Thank you Steve. Leah is doing a great job of answering my bid questions.

12:25:36     From  Sharon Zissman   to   All panelists : Also ADDMM members are required to have a background check.

12:26:12     From  Steve Gurney - ProAging Sourcebook : From Sharon Zissman to All Panelists:  12:25 PM

Also ADDMM members are required to have a background check.

12:27:34     From  Sharon Zissman   to   All panelists : AADMM*

12:27:41     From  Stacie Joseph : It sounds like I have found my next calling. Thank you so much for beginning this webinar series

12:32:31     From  Sue Erim   to   All panelists : Any suggestions how to get the parent on board with using your services when they either think they cando  themselves or are from the generation of "do it yourself"? 

12:33:14     From  Sue Erim   to   All panelists : Thanks for all you do! to answer the question.  Sue Erim Brighton Gardens of Friendship Heights

12:33:47     From  Valerie Mawdsley : Many DMMs also work remotely for their clients.

12:41:12     From  Valerie Mawdsley : As a DMM, I don’t think it is a good idea to include a DMM as a DPOA.  There could be a conflict of interest.

12:41:55     From  Sue Erim   to   All panelists : Wonderful! Great suggestions from all! Thx Sue

12:48:03     From  Keisha Toussaint Mc Mayo : How much does a DMM cost?

12:48:44     From  Valerie Mawdsley : Most POAs and Trusts state in their that the POA or Trustee can hire experts to help them with their duties - that is where the DMM comes in.

12:52:45     From  Ellen Pincus : Can we please get the speakers contact information? Ty

12:55:17     From  Tina Olusanya : Great information shared today,  thank you!

12:55:31     From  Paula Drummer   to   All panelists : What is the usual length of service you provide?

13:00:29     From  Stacie Joseph : Thank you so much- all of you.


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